
Affluent Relationship Manager-Business Banking
4 weeks ago
The Affluent Relationship Manager (RM) will develop new and expand existing HNI customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/solutions provided by Kotak Group.
Responsibilities
- Generate business across liabilities, assets, and fee products to sustain and achieve growth in relationship value, revenues, and client stickiness.
- Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
- Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience.
- Use investment expertise to conduct client portfolio reviews and showcase products as per clients' requirements.
- Ensure client contactability at all times through regular connect with them in weekly/monthly calls.
- Resolve client queries for the managed book within the specified TAT.
- Plan and conduct special sales initiatives and events for prospective and existing clients.
- Endure adherence to all bank and regulatory processes at all times.
Job Requirement:
- Aptitude to deliver high quality customer service by using organization and interpersonal skills
- Decision making skills with strong sense of ownership
- Ability to work under pressure
- Experience in building and maintaining HNI customer relationships
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