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Relationship Manager - Affluent AFFLUENT 0411 0631 1031828

Kotak Mahindra Bank·Mumbai

Pay not stated7–8 yrsFull-time
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About the role

Relationship Manager - Affluent_AFFLUENT_0411_0631_1031828 at Kotak Mahindra Bank. 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….

What you'll do

  • 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

What you need

  • 7–8 yrs of experience
  • Customer service
  • Sales
  • MBA

Good to have

  • Portfolio management

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Kotak Mahindra Bank·Mumbai

Can I apply
Open to any education · Mid level
Pay
Pay not stated
Source
From the company's careers page · today
How to apply
On Kotak Mahindra Bank's site: account needed, ~10–15 min
Early: posted 2 h ago on their own site