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Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

Kotak Life Insurance

1 - 5 years

1 - 5 Lacs

Chennai

Posted:1 month ago| Platform:

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Skills Required

financial services microsoft applications relationship management private banking crm gsm bts nokia ultra ceragon node b flexi bts rnc written and oral communication nokia bsc ultra fiu 3g 2g installation acquisition wealth management nokia bts lte

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role Job Role Data Acquisition Using publicly available resources like internet and directories Using existing social/professional network to generate references Area mapping for generation of Databases for ultra HNIs and mid sized corporate Data Mining Study existing databases to figure out possible prospects Liaise with other group/non group entities to generate future business Prospect Ownership Schedule meeting of attached RM with the prospects Update the same on CRM systems Accompany RM for these meetings End to end follow up with the RM till conversion Job Requirements Excellent written and oral communication skills Selling Skills Proficient in Microsoft Applications - Excel, Word & PowerPoint Experience in investment/financial services industry Teamwork and Collaboration Relationship Building

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Relationship Manager - HNI-Kotak Private Banking-Relationship Manager