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Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

Kotak Mahindra

0 years

0 Lacs

Bengaluru

Posted:1 day ago| Platform: GlassDoor logo

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Skills Required

data network mapping schedule crm communication excel word powerpoint teamwork collaboration

Work Mode

On-site

Job Type

Part Time

Job Description

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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