High Net Worth Portfolio Manager

1 week ago


Kollam, Kerala, India Kotak Mahindra Bank Full time

Job Description

We are seeking a highly skilled Senior Branch Relationship Manager/Elite Relationship Manager to join our team at Kotak Mahindra Bank in Aluva, Kottayam.

About the Role

  • To handle customer service requirements such as account opening, DMAT account opening, grievances, liability product selling, and education on product features, cheque book issuance.
  • To provide quality advice to customers as determined by customers and supervisor, ensuring speed and efficiency of service given.
  • To achieve sales targets for bank and investment products, going beyond the professed need of the customer by providing other products that enhance customer value.
  • To cross-sell assets products and back up relationship managers holding HNI relationships, ensuring low attrition ratios.
  • To acquire customers through referrals from existing customers, requiring graduates with total experience of 1-3 years and relevant exp of atleast 1 year in financial services or banks.

Key Responsibilities

  • Handling personalized service requests of customers.
  • Generating timely business MIS.
  • Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment.
  • Coordinating with CPC/RPC/Investment desks for account opening of customers.
  • Managing complaints of customers and ensuring their resolution within TAT.

Requirements

  • Developing and maintaining banking relationships with a select group of high net worth customers.
  • Excellent communication skills with customer service orientation.
  • Courteous and polite demeanor.
  • Good knowledge of Microsoft Excel and understanding of banking norms and processes.
  • Graduation mandatory and minimum 3-5 years of sales/portfolio management experience.

Salary Information

The estimated salary range for this position is ₹10 lakhs - ₹18 lakhs per annum, depending on qualifications and experience.



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