High Net Worth Portfolio Manager
1 week ago
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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