Senior Relationship Manager - business Banking - priority - regional Sales

High Net Worth Customer Relationship Manager

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.

Job Identification: 218506

Job Category: KMBL

Locations: 502506, Antriksh Bhavan, New Delhi, Delhi, 110001, IN