About this role
Relationship Manager - Affluent - BB
Location : Delhi
Grade offered : M4/M5
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.
Preferred candidate profile
- Aptitude 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.