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Kotak Life Insurance
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Senior Relationship Manager-Business Banking-PRIORITY-Regional sales

Senior Relationship Manager-Business Banking-PRIORITY-Regional sales

Kotak Life Insurance

7 - 8 years

6 - 11 Lacs

Mumbai

Posted:1 week ago| Platform:

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Skills Required

nbfc amfi sales relationship management portfolio management hni customer service orientation casa customer relationship sales initiatives business development branch management business banking portfolio irda mf mutual funds asset branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role:

Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by 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 client requirements.

Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.

Resolves client queries for the managed book within the specified TAT

Ensures high levels of customer service orientation and application of bank policy

Informs customers of new products or product enhancements to further expand the banking relationship

Plans and conducts special sales initiatives and events for prospective and existing clients

Maintains complete relationship record for assigned customer accounts

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.

NISM/IRDA/AMFI if any can be strongly preferred.

Fluent in communication skills, presentable and a quick grasping power.

Decision making skills with good sense of ownership-understanding the client requirements

Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.

Banking/NBFC will be preferred with good portfolio management.

Experienceminimum 7-8 years of experience in relationship and portfolio management.

Graduation Qualification in any stream/ MBA preferred

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Senior Relationship Manager-Business Banking-PRIORITY-Regional sales