Relationship Manager-Business Banking-Affluent-Priority-Regional sales
ConfidentialKolkata, India4 days ago
Job descriptionMatch client needs with Kotak Group's product offerings. Ensure client contactability through regular weekly / monthly interactions. Sales & Revenue Generation : Assets : CC, OD, Term Loans, Export Finance. Fee Products : Trade, Forex, Insurance, Mutual Funds. Formulate and implement sales plans to acquire new HNI clients and grow relationship value. Portfolio Management : Maintain complete relationship records for assigned accounts. Resolve client queries within defined turnaround times (TAT). Customer Experience & Compliance : Coordinate with internal teams and group companies for seamless service delivery. Plan and execute special sales initiatives and client engagement events. Education : Graduate (mandatory) MBA / Postgraduate preferred. Experience : 4-13 years in banking or financial services, preferably in HNI relationship management. Certifications : AMFI / IRDA / NISM preferred. Skills : Decision-making ability with a sense of ownership. Expertise in Trade, Forex, and Commercial Assets. High energy, customer orientation, and a go-getter attitude.
Key Responsibilities :
- Client Acquisition & Relationship Management :
Develop new and expand existing HNI customer relationships through in-depth profiling.
Generate business across :
Liabilities : Current Accounts, Term Deposits.
Conduct client portfolio reviews and recommend suitable products.
Ensure high levels of customer service and adherence to bank policies.
Candidate Requirements :
Strong interpersonal and communication skills.
Skills Required
Nism, Amfi, IRDA, Trade Forex
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Relationship Sales • Kolkata, India
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