Affluent Relationship Manager JD

Job Role-

* Develop recent 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.

📌 Relationship Manager (India)
🏢 Kotak
📍 India