Relationship Manager-Affluent-Priority-Regional sales

Kotak Mahindra Bank

  • Uttar Pradesh
  • Permanent
  • Full-time
  • 1 day ago
Job Category: KMBLDegree Level: Bachelor's DegreeJob Description:Job DescriptionRole: * 1. 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
  • 2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
  • 3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
  • 4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
  • 5. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements
Ensure client contactability at all times though regular connect with them in weekly/ monthly calls * 6. Resolve client queries for the managed book within the specified TAT
  • 7. Plan and conduct special sales initiatives and events for prospective and existing clients
Endure adherence to all bank and regulatory processes at all timesJob Requirement:
  • 1. Aptitude to deliver high quality customer service by using organization and interpersonal skills
  • 2. Decision making skills with strong sense of ownership
  • 3. Ability to work under pressure
  • 4. Experience in building and maintaining HNI customer relationships

Kotak Mahindra Bank