Relationship Manager_Agri-Fin-Dealer Funding(DF) _0412_4313_1081535_HRR
Kotak Securities Limited
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager_Agri-Fin-Dealer Funding(DF) _0412_4313_1081535_HRR
Job Description: Elite Banker - Household (Outbound)
Job Purpose
To acquire and manage High-Net-Worth (HNW) and affluent household relationships through outbound sales activities, deepen existing customer relationships, and drive growth in liabilities, investment, insurance, and wealth products.
Key Responsibilities
- Generate and acquire new affluent/HNI household customers through outbound prospecting, referrals, and market mapping.
- Source and grow CASA, Term Deposits, and other liability products from targeted customer segments.
- Cross-sell wealth management products including Mutual Funds, Insurance, Bonds, Structured Products, and Portfolio Solutions.
- Build and manage a portfolio of elite banking customers while ensuring superior service standards.
- Identify financial needs of household customers and recommend suitable banking and investment solutions.
- Conduct customer meetings, relationship reviews, and portfolio discussions to enhance wallet share.
- Achieve monthly and quarterly targets on acquisition, revenue, liabilities, and cross-sell parameters.
- Ensure compliance with regulatory guidelines, KYC, AML, and internal banking policies.
- Collaborate with branch, investment, and product teams to deliver comprehensive financial solutions.
- Maintain accurate customer records and sales activities in CRM systems.
Eligibility Criteria
- Graduate/Postgraduate in any discipline.
- 2-8 years of experience in Retail Banking, Affluent Banking, Wealth Management, or Liabilities Sales.
- Proven experience in customer acquisition and relationship management.
- AMFI/NISM certification (preferred).
- Strong understanding of banking, investments, and insurance products.
Key Skills
- Relationship Management
- Wealth & Investment Advisory
- Liabilities Acquisition
- Outbound Sales & Prospecting
- Customer Portfolio Management
- Negotiation & Influencing Skills
- Market Mapping & Lead Generation
- Communication & Presentation Skills
Job role
Job requirements
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The candidate should have completed the required education and people who have 2 to 8 years are eligible to apply for this job. You can apply for more jobs in Rohtak to get hired quickly.
The candidate should have sound communication skills and sound communication skills for this job.
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