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Affluent RM Job in Kotak Mahindra Bank Limited

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 Affluent RM Job in Kotak Mahindra Bank Limited

Job Description

    • Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group
    • Generate business 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
    • Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience 
    • Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements
    • Ensure client contactability at all times though 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

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Affluent RM Job in Kotak Mahindra Bank Limited

Contact Details:

Company: Kotak Mahindra Bank
Location(s): Rajkot

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Keyskills:   portfolio management investment banking relationship building presentation skills wealth management investment sales hni client handling hni sales

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Kotak Mahindra Bank

Kotak Mahindra Life Insurance Company Limited. Kotak Mahindra Old Mutual Life Insurance Limited is a joint venture between Kotak Mahindra Bank Ltd., and Old Mutual plc. It is a company offering Life Insurance products, is one of India�s premier & growing insurance compan...