Sr. Relationship Manager-Affluent-AFFLUENT-Relationship Manager

5 days ago

Vadodara, Gujarat, India Kotak Mahindra Bank Full time
Description
The Senior Relationship Manager will be responsible for managing and growing a portfolio of affluent clients, offering tailored financial solutions and building long-term relationships. This role requires excellent communication and interpersonal skills, a deep understanding of the affluent market, and the ability to provide exceptional client service.

Responsibilities
  • Develop and implement strategies to acquire and retain affluent clients.
  • Build and maintain strong relationships with high-net-worth individuals and their families.
  • Understand client needs and provide personalized financial solutions.
  • Stay updated on market trends and offer relevant investment opportunities.
  • Collaborate with internal teams to deliver a seamless client experience.
  • Conduct regular client reviews and provide portfolio performance updates.
  • Identify cross-selling opportunities and promote bank products and services.
  • Ensure compliance with regulatory requirements and bank policies.
  • Manage and mentor a team of Relationship Managers, providing guidance and support.
  • Represent the bank at industry events and build a strong network.
Qualifications
  • A bachelor's degree in finance, business, or a related field is preferred.
  • Minimum 8-10 years of experience in relationship management, preferably in the affluent market.
  • Strong knowledge of investment products, wealth management, and financial planning.
  • Excellent communication and interpersonal skills, with the ability to build rapport.
  • Proven track record of achieving sales targets and managing a large client portfolio.
  • Analytical skills to interpret market trends and client data.
  • Ability to work independently and manage multiple priorities.
  • Strong leadership and team management skills.
  • Proficiency in using CRM systems and financial analysis tools.
  • A professional certification in finance or wealth management is an asset.

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