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

Endure adherence to all bank and regulatory processes at all times

Job Requirement :

4. Experience in building and maintaining