Relationship Manager-Affluent-Priority-Regional sales

Affluent Relationship Manager JD

Job Role-

• Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products / solutions provided by the Kotak Group.
• Generate business actions 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.
• Use investment expertise to conduct client portfolio reviews and showcase products as per client's requirements.
• Ensure client contactability at all times through 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.

Job Requirement :