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Service Relationship Manager - priority - regional Sales

Support UHNI and HNI clients through personalized banking solutions and relationship management
Delhi
Junior
17 hours agoBe an early applicant
Kotak

Kotak

An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.

Job Title

Managing UHNI to HNI clients

Supporting 8 to 9 RMs that will be mapped to the ARM along with the clients

Physically meeting clients

Profiling clients and identifying their banking requirements

Increase client stickiness and penetration by enabling product hooks

Coordinating with other teams to process and resolve client related requests

Thorough knowledge in KYC for opening CA and SA accounts by FTR

Location: B-1, Sector 16, Noida, Uttar Pradesh, 201301, IN

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Service Relationship Manager - priority - regional Sales
Delhi
Sales
About Kotak
An Indian financial services conglomerate offering banking, insurance, investment, and personal finance products.