Affluent Relation Manager AVP/DVP in a Leading Bank-Kotak Bank

Job Description

Role & Responsibilities : You can call Ms Priya at (8178095895) for more information. Build and Expand Relationships: Develop and nurture relationships with High-Net-Worth Individuals (HNIs) by understanding their financial goals and identifying opportunities to provide tailored solutions from the Kotak Group. Drive Business Growth: Achieve growth in relationship value and revenues by generating business across liabilities, assets, and fee-based products while ensuring long-term client loyalty. Client Acquisition and Portfolio Growth: Develop and execute a strategic sales plan to acquire new HNI clients and expand the existing customer base effectively. Enhance Client Experience: Address complex client needs and provide seamless service delivery, enhancing their overall banking experience. Portfolio Management: Leverage your investment expertise to conduct portfolio reviews, recommend suitable products, and align them with clients' financial objectives. Regular Client Engagement: Maintain regular communication through scheduled calls and meetings, ensuring clients are updated and their concerns are addressed promptly. Efficient Query Resolution: Resolve client queries and service requests within defined turnaround times to ensure satisfaction and trust. Sales Initiatives and Events: Plan and execute targeted sales campaigns and exclusive events for prospective and existing clients to strengthen relationships. Compliance and Governance: Uphold all regulatory and organizational standards, ensuring full compliance with bank policies and procedures. Preferred candidate profile: (Currently should be handling a portfolio size of approximately 500 CR +) Customer-Centric Approach: Demonstrates a strong aptitude for delivering exceptional customer service by leveraging excellent organizational and interpersonal skills to meet and exceed client expectations. Decisive and Proactive: Possesses sound decision-making abilities combined with a strong sense of ownership, ensuring effective resolution of client needs and operational challenges. Thrives Under Pressure: Capable of maintaining composure and delivering results in a dynamic, fast-paced environment while balancing multiple priorities. Proven Relationship Expertise: Brings experience in building, managing, and growing relationships with High Net Worth Individuals (HNIs), showcasing a deep understanding of their unique financial needs. Additional Qualities: Strong communication and negotiation skills. A proactive mindset with a focus on long-term client engagement. Knowledge of financial products and wealth management solutions. Perks and benefits -AVP, DVP grade. -Travelling and other benefits with excellent, best-in-the-industry incentives.