Relationship Manager - Privy League-PRIORITY-Regional sales

Affluent Relationship Manager JD

Job Role- 

• Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group.
• Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.
• Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
• Use investment expertise to conduct client portfolio reviews and showcase products as per client’s requirements.
• Ensure client contactability at all times through regular connect with them in weekly/monthly calls.
• Resolve client queries for the managed book within the specified TAT.
• 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: 

• Aptitude to deliver high quality customer service by using organization and interpersonal skills.
• Decision making skills with strong sense of ownership.
• Experience in portfolio management, building and maintaining HNI customer relationships.

 

Experience Level

Mid Level