Walk-In Drive For Affluent Relationship Manager

2 days ago

Surat, India Kotak Mahindra Bank Full time

Roles and Responsibilities

  • Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by 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 client requirements.

  • Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.

  • Resolves client queries for the managed book within the specified TAT

  • Ensures high levels of customer service orientation and application of bank policy

  • Informs customers of new products or product enhancements to further expand the banking relationship

  • Plans and conducts special sales initiatives and events for prospective and existing clients

  • Maintains complete relationship record for assigned customer accounts

  • 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.

  • NISM/IRDA/AMFI if any can be strongly preferred.

  • Fluent in communication skills, presentable and a quick grasping power.

  • Decision making skills with good sense of ownership-understanding the client requirements

  • Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.

  • Banking/NBFC will be preferred with good portfolio management.

  • Experience: minimum 7-8 years of experience in relationship and portfolio management.

  • Graduation Qualification in any stream/ MBA preferred

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