Relationship Manager for High Net Worth Individuals
Kotak Mahindra Bank
Relationship Manager for High Net Worth Individuals
Kotak Mahindra Bank
Bengaluru/Bangalore
Not disclosed
Job Details
Job Description
Relationship Manager - HNI-Kotak Private Banking-Relationship Manager
Job Role
- Data Acquisition
- Using publicly available resources like internet and directories
- Using existing social/professional network to generate references
- Area mapping for generation of Databases for ultra HNIs and mid sized corporate
- Data Mining
- Study existing databases to figure out possible prospects
- Liaise with other group/non group entities to generate future business
- Prospect Ownership
- Schedule meeting of attached RM with the prospects
- Update the same on CRM systems
- Accompany RM for these meetings
- 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