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Imperia Relationship Manager

7.00 to 11.00 Years   Navi Mumbai,Mumbai City   26 Feb, 2025
Live Connections
Job LocationNavi Mumbai,Mumbai City
EducationNot Mentioned
SalaryRs 14 - 18 Lakh/Yr
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Role:
    • Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by 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 requirements.
    • Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.
    • Resolves client queries for the managed book within the specified TAT
    • Ensures high levels of customer service orientation and application of bank policy
    • Informs customers of new products or product enhancements to further expand the banking relationship
    • Plans and conducts special sales initiatives and events for prospective and existing clients
    • Maintains complete relationship record for assigned customer accounts
    • 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.
    • NISM/IRDA/AMFI if any can be strongly preferred.
    • Fluent in communication skills, presentable and a quick grasping power.
    • Decision making skills with good sense of ownership-understanding the client requirements
    • Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.
    • Banking/NBFC will be preferred with good portfolio management.
    • Experience: minimum 7-8 years of experience in relationship and portfolio management.
    • Graduation Qualification in any stream/ MBA preferred

Keyskills :
wealth managementhni client handlinghni salesportfolio managementrelationship managementhni acquisition

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