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Relationship Manager - Business Banking - Affluent AFFLUENT 0411 2867 1082764

Kotak Mahindra Bank·Surat

Pay not stated7–8 yrsFull-time

Read from the company's own careers page; you apply on their site.

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About the role

Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_2867_1082764 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

Similar jobs

Can I apply
Open to any education · Junior level
Pay
Pay not stated
Source
From the company's careers page · yesterday
How to apply
On Kotak Mahindra Bank's site: account needed, ~10–15 min
Can I apply
Open to any education · Junior level
Pay
Pay not stated
Source
From the company's careers page · yesterday
How to apply
On Kotak Mahindra Bank's site: account needed, ~10–15 min