Affluent RM

Role:

 

-   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 and 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