Relationship Manager-Affluent-Priority-Regional sales

2 days ago

Jalandhar, Punjab, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role:

- 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
- Generate business 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
- Navigate 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 requirements
- Ensure client contact ability at all times though regular connect with them in weekly/ monthly calls
- Resolve client queries for the managed book within the specified TAT
- Plan and conduct special sales initiatives and events for prospective and existing clients
- 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
- Decision making skills with strong sense of ownership
- Ability to work under pressure
- Experience in building and maintaining HNI customer relationships

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