Relationship Manager

Relationship Manager-Affluent-Priority-Regional sales

Job Description

Role:

1. 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. 2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
3. 3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
4. 4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience  
5. 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

1. 6. Resolve client queries for the managed book within the specified TAT
2. 7. Plan and conduct special sales initiatives and events for prospective and existing clients

Endure adherence to all bank and regulatory processes at all times

Job 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

 

Experience Level

Mid Level