Relationship Manager for High Net Worth Individuals

Kotak Mahindra Bank

Bengaluru/Bangalore

Not disclosed

Work from Office

Full Time

Min. 2 years

Job Details

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

Bangalore, 8087-C.O. No.22-Ing Vysya House-Mg Road-Bangalore-KTK, 22 Kotak House,, Bangalore, Karnataka, India

Department

Banking / Insurance / Financial Services

Role / Category

Life Insurance

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 2 years

About company

Name

Kotak Mahindra Bank

Job posted by Kotak Mahindra Bank

This job has expired