
High Net Worth Customer Manager
2 weeks ago
Job Description:
- Develops and maintains high net worth customer relationships for priority businesses, conducting in-depth client profiling to identify opportunities.
- Matches identified opportunities with relevant products and solutions provided by Kotak Group.
- Generates business actions across liabilities, assets, and fee products to sustain and achieve growth in relationship value, revenues, and client stickiness.
- Formulates and implements sales plans to acquire new HNI clients and increase the customer base.
- Conducts client portfolio reviews, showcases products as per client requirements, and ensures regular contactability through weekly and monthly calls.
- Resolves client queries within specified TAT and ensures high levels of customer service orientation and bank policy adherence.
- Informs customers of new products or product enhancements to expand the banking relationship.
- Plans and conducts special sales initiatives and events for prospective and existing clients.
- Maintains complete relationship records for assigned customer accounts and adheres to all bank and regulatory processes.
Requirements:
- Aptitude to deliver high quality customer service using organization and interpersonal skills.
- NISM IRDA AMFI certification is strongly preferred.
- Fluent communication skills, presentable, and quick grasping power.
- Decision making skills with good sense of ownership and understanding client requirements.
- Strong expertise in portfolio handling of big HNI customers and building relationship management.
- Banking NBFC experience with good portfolio management.
Benefits:
- Minimum 7-8 years of experience in relationship and portfolio management.
- Graduation qualification in any stream. MBA is preferred.
Others:
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