Sr. Relationship Manager-Affluent-AFFLUENT-Relationship Manager

Role :

• Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products / solutions provided by 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 requirements.
• Ensure client Contactability at all times through regular connect with them in weekly / monthly calls.
• Resolves client queries for the managed book within the specified TAT
• Ensures high levels of customer service orientation and application of bank policy
• Informs customers of new products or product enhancements to further expand the banking relationship
• Plans and conducts special sales initiatives and events for prospective and existing clients
• Maintains complete relationship record for assigned customer accounts
• Endure adherence to all bank and regulatory Processes at all times.

Job Requirement :

Skills Required

Customer Service, Amfi, Nism, Relationship Management, IRDA, Portfolio Management