Sr. Relationship Manager-Affluent-AFFLUENT-Relationship Manager
ConfidentialIndia11 days ago
Job descriptionAptitude to deliver high quality customer service by using organization and interpersonal skills. NISM / IRDA / AMFI if any can be strongly preferred. Fluent in communication skills, presentable and a quick grasping power. Decision making skills with good sense of ownership-understanding the client requirements Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking / NBFC will be preferred with good portfolio management. Experience : minimum 7-8 years of experience in relationship and portfolio management. Graduation Qualification in any stream / MBA preferred
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
IRDA, Customer Service, Amfi, Relationship Management, Nism, Portfolio Management
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Relationship Manager • India
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