Privy Relationship Manager - Business Banking @ GroupHR Consultants

Job Description

Job Description Department Priority Retail Liabilities Location : Multiple locations in India Number of Positions 15 Position Grade: M4/M5 Priority Banking Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotaks premium banking proposition designed to cater for the financial planning, banking and investment needs of the fast growing affluent consumer segment. The program brings in several best-in-class, technology-savvy and financially smart offerings for its customers. to give them a holistic and convenient financial services experience. The sales team primarily comprises of RMs, Sr RMs, and Insignia RMs. Acquiring Trade Clients, Assets, Forex,Portfolio management, CASA values, Sales to portfolio. Acquisition of Trade Forex Current Account Trade & Forex- Bank Guarantee & Remittances Responsible for ensuring that current account opening process compliant with KYC guidelines and ensuring all the process comply with the. RBI regulations Generate the revenue for the Bank through remittances and other cross sell products Customizing product as per the customer requirements Plan the activities to acquire New Client acquisition Providing support in all the operational activities of the bank Providing support to subordinates for acquiring new quality current accounts (value buildup) Wealth portfolio and acquiring NTB Relations for Revenue generation. Generating revenue through cross selling assets and trade forex to all the portfolio customers. Facilitating the daily transactional needs of the Portfolio client base including retail loan documentation, processing deposits, retail loan proceeds, credit cards, de-mat services, transfers, payments, overdrafts and other routine transactions to enhance customer engagement. Supporting the sales effort by making sales plan, follow up calls, scheduling appointments, and maintaining and preparing client marketing materials. Requirements Developing and maintaining banking relationships with a select group of high net worth customers ( Business Banking) through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA Benefits Requirements Developing and maintaining banking relationships with a select group of high net worth customers ( Business Banking) through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA

Employement Category:

Employement Type: Full time
Industry: Others
Role Category: Pre-SalesSales / BD
Functional Area: Not Applicable
Role/Responsibilies: Privy Relationship Manager - Business Banking

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Keyskills:   Forex Portfolio management Sales Bank Guarantee Remittances Revenue generation Deposits Credit cards Payments Overdrafts Customer engagement Sales plan MIS generation Acquiring Trade Clients Assets CASA values Trade Forex Current Account KYC guidelines RBI regulations Cross sell products Wealth portfolio NTB Relations Retail loan documentation Demat services Transfers