Relationship Manager - Affluent-AFFLUENT-Relationship Manager

Kotak Mahindra Bank Ltd; Indore District; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank Ltd invites applications for the Affluent Relationship Manager role in Indore. The candidate will focus on Priority Business, profiling clients to tailor Kotak Group products and solutions.

Responsibilities include expanding the HNI client base, managing portfolios, and ensuring regular client engagement while complying with regulatory requirements.

Qualifications

• Aptitude to deliver high quality customer service using organizational skills.
• Decision making with strong sense of ownership.
• Experience in portfolio management and building/maintaining HNI relationships.

Responsibilities

• Develop new and existing HNI customer relationships by profiling clients to match Kotak Group products/solutions.
• Generate business actions across liabilities, assets and fees to grow relationship value.
• Formulate and implement sales plan to acquire new HNI clients and expand customer base.
• Use investment expertise to conduct client portfolio reviews and propose products accordingly.
• Ensure client contactability with regular weekly/monthly calls.
• Resolve client queries for the managed book within set timelines.
• Plan and conduct special sales initiatives and events for prospects and existing clients.
• Adhere to all bank and regulatory processes at all times.

Skills

Customer service

Ownership

Interpersonal skills

Decision making

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 client’s 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.