Job Description

Job Category: KMBL
Degree Level: Bachelor's Degree
:
Relationship Manager-Affluent-Priority-Regional sales

Role: * 1. 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

• 2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
• 3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
• 4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
• 5. 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 * 6. Resolve client queries for the managed book within the specified TAT

• 7. Plan and conduct special sales initiatives and events for prospective and existing clients

Endure adherence to all bank and regulatory processes at all times
Job Requirement:

• 1. Aptitude to deliver high quality customer service by using organization and interpersonal skills
• 2. Decision making skills with strong sense of ownership
• 3. Ability to work under pressure
• 4. Experience in building and maintaining HNI customer relationships