Privy Relationship Manager

4 weeks ago

Mumbai, India Mintskill HR Solutions LLP Full time
Job Description
Department Priority – Retail Liabilities
Location : Multiple locations in India
Number of Positions 15
Position Grade: M4/M5

'Priority Banking’ Business vertical is a part of ‘Retail Liabilities’ division of our Consumer Bank segment. It is Kotak’s premium banking proposition designed to cater for the financial planning, banking and investment needs of the fast growing affluent consumer segment. The program brings in several best-in-class, technology-savvy and financially smart offerings for its customers.
to give them a holistic and convenient financial services experience. The sales team primarily comprises of RMs, Sr RMs, and Insignia RMs.
  • Acquiring Trade Clients, Assets, Forex,Portfolio management, CASA values, Sales to portfolio.
  • Acquisition of Trade Forex Current Account
  • Trade & Forex- Bank Guarantee & Remittances
  • Responsible for ensuring that current account opening process compliant with KYC guidelines and ensuring all the process comply with the RBI regulations
  • Generate the revenue for the Bank through remittances and other cross sell products
  • Customizing product as per the customer requirements
  • Plan the activities to acquire New Client acquisition
  • Providing support in all the operational activities of the bank
  • Providing support to subordinates for acquiring new quality current accounts (value buildup)
  • Wealth portfolio and acquiring NTB Relations for Revenue generation.
  • Generating revenue through cross selling assets and trade forex to all the portfolio customers.
  • Facilitating the daily transactional needs of the Portfolio client base including retail loan documentation, processing deposits, retail loan proceeds, credit cards, de-mat services, transfers, payments, overdrafts and other routine transactions to enhance customer engagement.
  • Supporting the sales effort by making sales plan, follow up calls, scheduling appointments, and maintaining and preparing client marketing materials.


Requirements
  • Developing and maintaining banking relationships with a select group of high net worth customers ( Business Banking) through individualized customer services
  • MIS generation
  • Graduate - 4 -6 years of experience AMFI / IRDA
  • Post Graduate - 2 -4 years of experience AMFI / IRDA


Benefits

Requirements
Developing and maintaining banking relationships with a select group of high net worth customers ( Business Banking) through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

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