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Senior Relationship Manager-Business Banking-PRIORITY-Regional sales

Kotak Mahindra Bank·Ankleshwar, Gujarat

Pay not stated7–8 yrsFull-time

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About the role

Senior Relationship Manager-Business Banking-PRIORITY-Regional sales 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
  • Sales
  • Customer service
  • MBA

Good to have

  • Portfolio management

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