Relationship Manager Hni Kotak Private Banking Relationship Manager
Year Vadodara, Gujarat, India
Job Description
:
Job Role
- Data Acquisition
- Using publicly available resources like internet and directories
- Using existing social/professional network to generate references
- Area mapping for generation of Databases for ultra HNIs and mid sized corporate
- Data Mining
- Study existing databases to figure out possible prospects
- Liaise with other group/non group entities to generate future business
- Prospect Ownership
- Schedule meeting of attached RM with the prospects
- Update the same on CRM systems
- Accompany RM for these meetings
- End to end follow up with the RM till conversion
- Excellent written and oral communication skills
- Selling Skills
- Proficient in Microsoft Applications - Excel, Word & PowerPoint
- Experience in investment/financial services industry
- Teamwork and Collaboration
- Relationship Building
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Job Detail
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Job IdJD2952790
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationVadodara, Gujarat, India
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EducationNot mentioned
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ExperienceYear