Affluent Relationship Manager

1 day ago

DoubleTree by Hilton Hotel Gurgaon New Delhi NCR, India Kotak Mahindra Bank Full time

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Delhi NCR Location/ SM and AVP Grade.

Job Role: -

  • Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group.
  • Generate business actions 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.
  • Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements.
  • Ensure client contractability 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.
  • Experience Required : Years
  • Maximum Age : 38 Years
  • Decision making skills with strong sense of ownership.
  • Experience in portfolio management, building and maintaining HNI customer relationships.

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