Senior Relationship Manager-Business Banking-PRIORITY-Regional sales
2 days ago
Job Description
Role:
- 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
-
Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearThis is a Public document. Relationship Manager-Affluent-Priority-Regional sales JOB DESCRIPTION Relationship Manager-Affluent-Priority-Regional sales 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...
-
Pune, India Kotak Mahindra Bank Limited Full timeJob Description Relationship Manager-Affluent-Priority-Regional sales 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...
-
Delhi, India Kotak Mahindra Bank Limited Full timeJob Description Regional Portfolio Manager-Business Banking-BRANCH BANKING-Regional Sales Job Role - Financial Parameters - Key Objective is to drive bank's strategy to grow over all CA book , enhance X sell and improve product and service holding ratio - CA NTB Nos. and Value Achievement - CA OTB Value Achievement - No. of branches being OTB positive by...
-
Rajkot, India Kotak Mahindra Bank Limited Full timeJob Description Affluent Relationship Manager JD 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...
-
Kalyan, India Kotak Mahindra Bank Limited Full timeJob Description Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products...
-
Gurugram, India Kotak Mahindra Bank Limited Full timeJob 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...
-
Kolkata, India Kotak Mahindra Bank Limited Full timeJob Description Relationship Manager - Business Banking (BBRM) Role: - Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned - Assisting the client's business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc - Cross sell of Liability based products liked Fixed Deposit, savings...
-
Delhi, Delhi, India Kotak Mahindra Bank Limited Full timeJob DescriptionRegional Portfolio Manager-Business Banking-BRANCH BANKING-Regional SalesJob Role- Financial Parameters- Key Objective is to drive bank's strategy to grow over all CA book , enhance X sell and improve product and service holding ratio- CA NTB Nos. and Value Achievement- CA OTB Value Achievement- No. of branches being OTB positive by the end of...
-
India Corporate Steps Full time**Sales - Digital Banking Product - IT Solutions**: **Sales & Marketing **:Corporate Steps - **Job Title - Digital Sales (It can be based as per the seniority)**: - **Job Location - Mumbai - WFH till pandemic**: - **Duties/ Roles & Responsibilities -**: - **Purpose** - To create and grow long term client engagement/relationships across multiple functions...
-
Bengaluru, India myGwork - LGBTQ+ Business Community Full timeJob Description This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary - Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management - Focus on the...
