Relationship Manager for High Net Worth Individuals

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