Relationship Manager-Business Banking-Affluent-Priority-Regional sales

Role:

• Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group


• Generate business 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


• Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience  


• Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements


• Ensure client contactability at all times though 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:

• Aptitude to deliver high quality customer service by using organization and interpersonal skills


• Decision making skills with strong sense of ownership 


• Ability to work under pressure