Relationship Manager

1 day ago

Bhilwara, Rajasthan, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Role & responsibilities

  • Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/ Solutions provided by the Kotak group.
  • Generate business actions across liabilities, assets and free products to sustain and achieve growth in relationship value, revenue and client stickiness.
  • Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
  • Use investment expertise to conduct client portfolio reviews and showcase products as per clients' requirements.
  • Ensure client contractability at all times through regular connect with them in weekly/ monthly calls.
  • Resolve client quires for the managed book within the specified TAT.
  • Plan and conduct special sales initiatives and events for prospective and existing clients.
  • Endure adherences to all bank and regulatory processes at all times

Preferred candidate profile

  • Aptitude to deliver high quality customer service by using organization and interpersonal skills.
  • Decision Making skills with strong sense of ownership.
  • Experience in portfolio management, building and maintain HNI customer relationship.
  • Minimum Experience up to 10 Years.
  • Age limit: 35 Years

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