Job Title

We have excellent openings for Affluent Relationship Manager role and we are looking for Wealth RM experienced sales professionals based out of Mumbai. Job Role: - 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 contactability 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. Minimum 4 years to 14 years of experience into a Wealth RM and HNI clients handling role. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships. Graduate professionals with relevant sales experience based in Mumbai (Mandatory) Grade Offered: AVP and DVP. Interested candidates can share their CV or contact on " "