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Affluent RM

7.00 to 12.00 Years Vadodara,Surat, Ahmedabad, Rajkot 21 Jan, 2025

Kotak Mahindra Bank Limited

Job Location	Vadodara,Surat, Ahmedabad, Rajkot
Education	Not Mentioned
Salary	Not Disclosed
Industry	Banking
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

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

Keyskills :
portfolio managementinvestment bankingrelationship buildingpresentation skillswealth managementinvestment saleshni client handling

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