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Kotak Life Insurance
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Relationship Manager - Privy League-PRIORITY-Regional sales

Relationship Manager - Privy League-PRIORITY-Regional sales

Kotak Life Insurance

3 - 8 years

5 - 9 Lacs

Guntur

Posted:1 day ago| Platform:

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Skills Required

hni customer service sales relationship management portfolio casa customer relationship sales initiatives investment advisory business development cross selling private banking portfolio management wealth management mutual funds branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Affluent Relationship Manager JD
Job Role-

Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group.

Generate business actions 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.

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.

Experience in portfolio management, building and maintaining HNI customer relationships.

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Relationship Manager - Privy League-PRIORITY-Regional sales