About this role
Responsibilities:
• 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:
• Aptitude to deliver high quality customer service by using organization & 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