Assistant Vice President/Deputy Vice President - Relationship Manager - Affluent & Privy - BFSI (4-7 yrs)

Top Bank Hiring - Affluent & Privy Relationship Managers - AVP/DVP grade

Job Locations - Mumbai, Delhi NCR, Pune & Bangalore

Job Role:

- 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.

- Only Banking or BFSI industry candidate with Wealth/ Portfolio management Experience Apply.