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 current 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

📌 Relationship Manager-Business Banking-Affluent-Priority-Regional sales (Pune)
🏢 Kotak
📍 Pune