Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by 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 recent HNI clients and increase the customer base.
- Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.
- Ensures high levels of customer service orientation and application of bank policy
- Maintains complete relationship record for assigned customer accounts
- Endure adherence to all bank and regulatory Processes at all times.

Aptitude to deliver high quality customer service by using organization & interpersonal skills.

- Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.
- Banking/NBFC will be preferred with good portfolio management.
- Experience: minimum 7-8 years of experience in relationship and portfolio management.
- Graduation Qualification in any stream/ MBA preferred

📌 MBA Relationship Manager (Surat)
🏢 Kotak Securities
📍 Surat