Associate Vice President/Deputy Vice President - Relationship Manager (8-15 yrs)

Position: Relationship Manager - Affluent

Grade: Associate Vice President / Deputy Vice President

Role & Responsibilities:

- Develop new and existing HNI customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and match these opportunities to products / solutions provided by the Kotak Group.

- 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 clients requirements.

- Ensure client contractability at all times through 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.

- Experience in portfolio management, building and maintaining HNI customer relationships..

- Graduation qualification in any stream / MBA Preferred

- 7-8 years of experience in relationship and portfolio management roles.

- Strong communication skills with customer service orientation.