Kotak Mahindra Bank—Relationship Manager - Affluent-AFFLUENT-Relationship Manager

Job description

Description: 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.