Relationship Manager-Affluent-Priority-Regional sales
2 weeks ago
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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Chandigarh, Chandigarh, India Kotak Mahindra Bank Full timeDescriptionAs a Relationship Manager-Affluent, you will be the primary point of contact for a portfolio of affluent clients, building strong, long-lasting relationships. Your role is to understand their financial needs, provide expert advice, and offer customized solutions. You will collaborate with various teams to deliver an exceptional client experience...
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Chandigarh, Chandigarh, India Kotak Mahindra Bank Full timeAs a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products....
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Chandigarh, Chandigarh, India Kotak Mahindra Bank Full timeDescriptionRole: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 GroupGenerate business across liabilities, assets and fee products to sustain and achieve growth in relationship value,...
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