Acquire and expand relationships with HNI clients through strategic profiling
and personalized engagement.
Generate business across liabilities, assets, and fee-based products to enhance
relationship value and revenue.
Formulate and implement sales plans to onboard current HNI customers and grow the
client base.
Conduct regular portfolio reviews and present investment solutions tailored to
client needs.
Maintain consistent client contact through weekly/monthly calls and meetings.
Resolve client queries within defined turnaround times (TAT) to ensure
satisfaction.
Ensure high standards of customer service and adherence to bank policies and
regulatory guidelines.
Educate clients on new products and enhancements to deepen banking
relationships.
Plan and execute special sales initiatives and client engagement events.
Maintain complete and up-to-date relationship records for all assigned customer
accounts.
Collaborate with product managers and group companies to offer integrated
financial solutions.
Stay informed about market trends, competitor strategies, and regulatory
updates. As a Relationship Manager in the Affluent Priority segment of Business
Banking, you will be responsible for acquiring, managing, and deepening
relationships with High Net Worth Individuals (HNIs). This role demands a
strategic approach to client engagement, portfolio management, and cross-selling
of banking products across liabilities, assets, and fee-based services.
You will be expected to conduct in-depth profiling of clients to identify
financial opportunities and match them with solutions offered by the Kotak
Group. The role involves regular client interactions, portfolio reviews, and
proactive resolution of queries to ensure high levels of customer satisfaction
and retention. You will also collaborate with product managers and group
companies to deliver a seamless banking experience and contribute to business
growth through targeted sales initiatives.