Job Description
Role:
- 1. 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
- 2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
- 3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
- 4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
- 5. 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
- 6. Resolve client queries for the managed book within the specified TAT
- 7. 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:
- 1. Aptitude to deliver high quality customer service by using organization and interpersonal skills
- 2. Decision making skills with strong sense of ownership
- 3. Ability to work under pressure
- 4. Experience in building and maintaining HNI customer relationships
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