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Relationship Manager - Business Banking - Affluent-AFFLUENT-Relationship Manager

Relationship Manager - Business Banking - Affluent-AFFLUENT-Relationship Manager

ConfidentialIndia, Ahmedabad
19 hours ago
Job description
  • 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
  • Generate business 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
  • Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
  • 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
  • Resolve client queries for the managed book within the specified TAT
  • Plan and conduct special sales initiatives and events for prospective and existing clients
  • Endure adherence to all bank and regulatory processes at all times
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    Relationship Manager • India, Ahmedabad

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