Relationship Manager-Business Banking-Affluent-Priority-Regional sales
On-siteDelhi, Delhi, India
Delhi, Delhi, IndiaOn-siteFull TimeBachelors DegreeBanking ServicesLarge
Full TimeBachelors DegreeLargeBanking Services
Job Summary
Conduct in-depth profiling of High Net Worth Individuals to identify financial opportunities and match them with Kotak Group solutions. Manage and deepen client relationships through regular interactions, portfolio reviews, and proactive query resolution to ensure satisfaction and retention. Acquire new clients while cross-selling banking products across liabilities, assets, and fee-based services. Collaborate with product managers and group companies to deliver seamless banking experiences and drive business growth through targeted sales initiatives.
Required Qualifications
- Relationship management skills
- Investment expertise
- Passion for delivering personalized banking solutions
- Ability to conduct in-depth profiling of clients to identify financial opportunities
- Ability to match clients with solutions offered by the Kotak Group
- Ability to conduct regular client interactions
- Ability to perform portfolio reviews
- Ability to proactively resolve queries
- Ability to collaborate with product managers and group companies
- Ability to deliver a seamless banking experience
- Ability to contribute to business growth through targeted sales initiatives
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