Affluent Relationship Manager JD
Job Role-
- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the 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’s requirements.
- Ensure client contactability at all times through 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.
- Experience in portfolio management, building and maintaining HNI customer relationships.
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