Affluent Relationship Manager

BharatHire.Com Private Limited; Delhi; On-site; INR 600,000 - 800,000; Full time

Job summary

Kotak Group is seeking a candidate to develop and manage high net-worth (HNI) customer relationships for priority business. The role involves profiling clients to identify opportunities and matching them to Kotak Group products and solutions.

The ideal candidate should have strong communication skills, a proven aptitude for delivering high-quality customer service, and a preference for NISM/IRDA/AMFI credentials if applicable.

Qualifications

• 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.

Responsibilities

• Develops new and existing HNI customer relationships for priority business.
• Profiles clients to identify opportunities and match them to Kotak Group products/solutions.

Skills

Customer service

Communication skills

Job description

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.

Required Candidate profile

• 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.