Platinum Relationship Manager

Kotak Mahindra Bank

4 - 9 years

4 - 8 Lacs

Bengaluru

Posted:1 month ago| Platform:

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Skills Required

Portfolio HNI Casa Portfolio Management Retail Liabilities Retail Branch Banking HNI Acquisition HNI Client Handling Branch Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Identify and pursue new business opportunities
through networking, referrals, and market research to drive revenue growth.
Develop and maintain relationships with high-net-worth individuals (HNIs)
to increase wallet share and cross-sell products.
Analyze market trends and competitor activity
to stay ahead in the competitive landscape.
Collaborate with other departments
(e.g., product development) to launch new initiatives that meet customer needs.
Provide personalized financial advice and solutions
to HNI clients, ensuring their financial goals are met.
Conduct regular portfolio reviews
and provide insights on market trends and investment opportunities.
Ensure compliance with all regulatory and company standards
to safeguard the bank from potential risks.

Preferred candidate profile

BFSI/Banking Experience
: Candidates must have at least 3-8 years of experience as a relationship manager or in an equivalent role, with a focus on HNI client acquisition and portfolio management.
Mandatory Minimum Qualification
: Graduation from a UGC recognized university.
Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross-selling concepts
.
Excellent communication skills
for effective relationship-building with clients and internal stakeholders.
Ability to work independently as well as part of a team
towards achieving shared goals.

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