Kotak Mahindra Bank - Priority Relationship Manager

Role:

- Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group

- Generate business 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

- Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience

- Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements

- Ensure client contactability at all times though 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

- Ability to work under pressure

- Experience in building and maintaining HNI customer relationships