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Kotak Life Insurance logo
Relationship Manager-Business Banking-Affluent-Priority-Regional sales Kotak Life Insurance

2.0 - 7.0 years

5 - 10 Lacs

pune

Work from Office

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 new 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 requirement...

Posted 2 months ago

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