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Relationship Manager-Business Banking-Affluent-Priority-Regional sales

Relationship Manager-Business Banking-Affluent-Priority-Regional sales

Kotak Life Insurance

2 - 7 years

5 - 10 Lacs

Mumbai

Posted:3 days ago| Platform:

Apply

Skills Required

customer relationship customer service sales business banking portfolio sales initiatives business development wc working capital retail liabilities relationship management private banking current account wealth management asset branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

RolePriority RM

Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group

Generate business 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

Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience

Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements

Ensure client contactability at all times though regular connect with them in weekly/ monthly calls

Resolve client queries for the managed book within the specified TAT

Plan and conduct special sales initiatives and events for prospective and existing clients

Endure adherence to all bank and regulatory processes at all times

Job Requirement:

Aptitude to deliver high quality customer service by using organization and interpersonal skills

Decision making skills with strong sense of ownership

Ability to work under pressure

Experience in building and maintaining HNI customer relationships

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Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

3188 Jobs

Key People

Mahesh Balasubramanian

Managing Director & CEO
Kavitha Kamath

Executive Vice President

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Relationship Manager-Business Banking-Affluent-Priority-Regional sales