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Relationship Manager – NR Affluent-RETAIL NR-Relationship Manager
2 weeks ago
Role:
- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group.
- Generate business actions 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.
- Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.
- Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.
- Resolves client queries for the managed book within the specified TAT
- Ensures high levels of customer service orientation and application of bank policy
- Informs customers of new products or product enhancements to further expand the banking relationship
- Plans and conducts special sales initiatives and events for prospective and existing clients
- Maintains complete relationship record for assigned customer accounts
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.
- NISM/IRDA/AMFI if any can be strongly preferred.
- Fluent in communication skills, presentable and a quick grasping power.
- Decision making skills with good sense of ownership-understanding the client requirements
- Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.
- Banking/NBFC will be preferred with good portfolio management.
- Experience: minimum 7-8 years of experience in relationship and portfolio management.
- Graduation Qualification in any stream/ MBA preferred
