Affluent RM_Mumbai

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.
- Experience: minimum 7-8 years of experience in relationship and portfolio management.
- Graduation Qualification in any stream/ MBA preferred