Relationship Manager - Affluent AFFLUENT 0411 0841 1016265

About the role

Relationship Manager - Affluent_AFFLUENT_0411_0841_1016265 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
• Cross-selling
• Sales
• Customer service
• MBA

Good to have

• Portfolio management