Kotak Mahindra Bank Limited

Relationship Manager for High Net Worth Individuals

Kotak Mahindra Bank Limited
New Delhi
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

Job Role

 

  1. Data Acquisition 
    1. Using publicly available resources like internet and directories
    2. Using existing social/professional network to generate references
    3. Area mapping for generation of Databases for ultra HNIs and mid sized corporate
  2. Data Mining
    1. Study existing databases to figure out possible prospects
    2. Liaise with other group/non group entities to generate future business
  3. Prospect Ownership
    1. Schedule meeting of attached RM with the prospects
    2. Update the same on CRM systems
    3. Accompany RM for these meetings
    4. End to end follow up with the RM till conversion

Job Requirements

  • Excellent written and oral communication skills
  • Selling Skills
  • Proficient in Microsoft Applications - Excel, Word & PowerPoint
  • Experience in investment/financial services industry
  • Teamwork and Collaboration
  • Relationship Building

 

Job role

Work location
Work locationNew Delhi, 4598-New Delhi-Asset No. 9-IBIS Commercial Complex-DEL, Kotak Aerocity , Asset Area 9, 5TH Floor, Ibis Commercial Block, Delhi, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryLife Insurance
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameKotak Mahindra Bank Limited
Job posted by Kotak Mahindra Bank Limited

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You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in New Delhi to get hired quickly.

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