Relationship Manager - High Net Worth Individuals (HNI)

Kotak Securities Limited; Vadodara; Vor Ort; INR 1.200.000 - 2.400.000; Vollzeit

Zusammenfassung

Kotak Securities Limited in Vadodara seeks an experienced Relationship Manager for Affluent clients. You will deepen HNI relationships, profile clients, and tailor investment solutions to match needs.

Responsibilities include portfolio reviews, cross-selling across liabilities, assets and fee products, and maintaining high service levels while ensuring adherence to bank policies. A minimum 7–8 years in relationship and portfolio management is preferred, with graduation or MBA.

Qualifikationen

• HNI client management and portfolio handling required.
• Strong communication and presentation skills.
• Graduation with MBA or related fintech/financial services exposure preferred.

Aufgaben

• Develops New and Existing HNI relationships and profiles clients.
• Generate business actions across liabilities, assets and fee products.
• Formulate and implement sales plans to acquire new HNI clients.
• Use investment expertise for client portfolio reviews and product recommendations.
• Maintain regular client contact through weekly/monthly calls.
• Resolve client queries within agreed turn-around times.
• Ensure high service levels and compliance with bank policies.
• Inform clients of new products and enhancements to expand relationships.
• Plan events and initiatives for prospective and existing clients.
• Maintain complete relationship records and adhere to regulations.

Kenntnisse

HNI portfolio handling

Relationship management

Sales planning

Ausbildung

MBA preferred

Jobbeschreibung

Relationship Manager - Affluent_AFFLUENT_0411_0841_1016265

Responsibilities

• 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 & 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