Affluent Relationship Manager-Business Banking

The Affluent Relationship Manager (RM) will 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.

Responsibilities

• 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' requirements.
• Ensure client contactability at all times through 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
• Experience in building and maintaining HNI customer relationships