SKY-Phygital RM-Branch Banking-RO-CE

• Manage and grow a portfolio of high-net-worth clients, offering personalized banking solutions.
• Conduct in-person meetings, video calls, and telecalls to understand client needs and provide tailored advice.
• Acquire new clients and expand the bank's customer base through effective relationship management.
• Cross-sell liability and asset products, including loans and investment opportunities, to existing and new clients.
• Stay updated with market trends and financial products to provide relevant and timely advice to clients.
• Ensure a high level of customer satisfaction and maintain a positive brand image through excellent service.
• Collaborate with other teams to develop and implement effective sales and marketing strategies.
• Maintain accurate records and documentation of client interactions and transactions.
• Provide regular reports and insights on client portfolios and market trends to senior management.

• A bachelor's degree in finance, business, or a related field is preferred.
• Minimum 3 years of experience in relationship management or a similar role, preferably in the banking industry.
• Strong knowledge of liability and asset products, including loans and investments.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Proficiency in using digital banking tools and a willingness to adapt to new technologies.
• Analytical skills to interpret market trends and provide insightful recommendations.
• Ability to work independently and manage a diverse client portfolio.
• Strong organizational skills and attention to detail.
• A proactive and client-centric approach to work.
• Willingness to undergo training and stay updated with industry developments.

Kotak Mahindra Bank