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 (ref:updazz.com)

Skills Required