Relationship Manager

6 days ago


Ahmedabad India Kotak Mahindra Bank Limited Full time

Job Description - 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 - 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 though 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



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