Affluent Relationship Manager - Private Banking

Management Trainee-Kotak Private Banking-Structured Solution

Role: Affluent Relationship Manager

 

• 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
• Generate business 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
• Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience  
• 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
• 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
• Aptitude to deliver high quality customer service by using organization and interpersonal skills
• Decision making skills with strong sense of ownership 
• Ability to work under pressure
• Experience in building and maintaining HNI customer relationships

 

Job Requirement:

 

• Aptitude to deliver high quality customer service by using organization and interpersonal skills
• Decision making skills with strong sense of ownership 
• Ability to work under pressure
• Experience in building and maintaining HNI customer relationships

Experience Level

Entry Level