Relationship Manager-Affluent-Priority-Regional sales
1 day ago
Job Description
Job Description
Role:
1. 1. 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
2. 2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
3. 3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
4. 4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
5. 5. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements
Ensure client contactability at all times though regular connect with them in weekly/ monthly calls
1. 6. Resolve client queries for the managed book within the specified TAT
2. 7. 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:
- 1. Aptitude to deliver high quality customer service by using organization and interpersonal skills
- 2. Decision making skills with strong sense of ownership
- 3. Ability to work under pressure
- 4. Experience in building and maintaining HNI customer relationships
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