
Relationship Manager
4 hours ago
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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