Relationship Manager-Business Banking-Affluent-AFFLUENT-Relationship Manager

19 hours ago


haryana, India Kotak Mahindra Bank Full time

DescriptionRole: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 GroupGenerate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickinessFormulate and implement the sales plan to acquire new HNI clients and increase the customer baseNavigate 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 requirementsEnsure client contact ability at all times though regular connect with them in weekly/ monthly callsResolve client queries for the managed book within the specified TATPlan and conduct special sales initiatives and events for prospective and existing clientsEndure adherence to all bank and regulatory processes at all timesJob Requirement:Aptitude to deliver high quality customer service by using organization and interpersonal skillsDecision making skills with strong sense of ownership Ability to work under pressureExperience in building and maintaining HNI customer relationships



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