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Relationship Manager-Affluent

5.00 to 10.00 Years   Delhi,Gurugram   16 Jan, 2025
Kotak Mahindra Bank Limited
Job LocationDelhi,Gurugram
EducationNot Mentioned
SalaryRs 18 - 24 Lakh/Yr
IndustryBanking
Functional AreaSales / BDPre-Sales
EmploymentTypeFull-time

Job Description

    Grade Offered:Associate Vice President (M5) and Deputy Vice President (M6)Key Responsibilities
    • 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 clients 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.
    Ideal candidate profile
    • 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.
    If you or someone you know has the passion and expertise for this role, refer them now!Send your updated resumes tosanju.shekhawat@kotak.com

Keyskills :
portfolio managementpriority bankinghni client handlingpersonal bankingcross sellingmutual fundswealth managementrelationship management

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