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Affluent Relationship Manager

4 - 9 years

Dehradun Saharanpur Roorkee

Posted:12 hours ago

Job Description

AFFLUENT RELATIONSHIP MANAGER

Locations:

  • Dehradun
  • Roorkee
  • Saharanpur
  • Aligarh

Key Responsibilities:

  • Manage and develop relationships with HNI customers.
  • Acquire new affluent/HNI clients and expand the customer base.
  • Drive business across liabilities, assets and fee-based products.
  • Understand client investment needs and provide suitable financial solutions.
  • Conduct regular portfolio reviews and maintain strong client relationships.
  • Ensure excellent customer service and timely resolution of queries.
  • Drive revenue growth while ensuring compliance with banking regulations.

What We Are Looking For:

  • Experience in HNI/Affluent Relationship Management.
  • Strong client acquisition and portfolio management skills.
  • Excellent communication and interpersonal skills.
  • Strong sales orientation and customer relationship capabilities.

Skills Required

Relationship Portfolio Client handling HNI acquisition Handling Retail branch banking Retail HNI

Work Mode

Work from Office

Job Type

Full Time

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Kotak Mahindra Bank logo
Kotak Mahindra Bank

Banking

Mumbai Maharashtra

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