Senior Relationship Manager - Privy League_AFFLUENT_0124_0841_1083453

Kotak Mahindra Bank; Vadodara; Presencial; INR 1.200.000 - 2.400.000; Jornada completa

Descripción de la vacante

Kotak Mahindra Bank is seeking an experienced Relationship Manager for HNI clients in Vadodara. You will grow the priority banking book by profiling clients, offering tailored solutions, and strengthening long-term relationships.

You will conduct portfolio reviews, present investment products, and drive sales across liabilities, assets and fees while ensuring regulatory compliance and superior service. This role requires 7–8 years of experience and a graduation/MBA.

Formación

• 7–8 years of experience in relationship and portfolio management.
• Strong interpersonal and communication skills.
• NISM/IRDA/AMFI certification preferred.
• Graduation or MBA preferred.

Responsabilidades

• Develops HNI client relationships and profiles opportunities across Kotak products.
• Source business across liabilities, assets and fees to grow relationship value.
• Plan and implement sales strategies to acquire HNI clients.
• Conduct portfolio reviews and present suitable investment products.
• Maintain regular client contact and address queries within agreed TAT.
• Ensure compliance with bank policies and regulatory requirements.

Conocimientos

Customer service

Interpersonal skills

Communication

Educación

Graduation (any stream) / MBA preferred

Descripción del empleo

Job Description

Responsibilities

1. 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.
2. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.
3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
4. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.
5. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.
6. Resolves client queries for the managed book within the specified TAT
7. Ensures high levels of customer service orientation and application of bank policy
8. Informs customers of new products or product enhancements to further expand the banking relationship
9. Plans and conducts special sales initiatives and events for prospective and existing clients
10. Maintains complete relationship record for assigned customer accounts
11. Endure adherence to all bank and regulatory Processes at all times.

Job Requirement

1. Aptitude to deliver high quality customer service by using organization & interpersonal skills.
2. NISM/IRDA/AMFI if any can be strongly preferred.
3. Fluent in communication skills, presentable and a quick grasping power.
4. Decision making skills with good sense of ownership-understanding the client requirements
5. Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.
6. Banking/NBFC will be preferred with good portfolio management.
7. Experience: minimum 7-8 years of experience in relationship and portfolio management.
8. Graduation Qualification in any stream/ MBA preferred