Relationship Manager - Business Banking - Affluent-AFFLUENT-Relationship Manager

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Skills you'll use

What you'll do

• Acquire and expand relationships with HNI clients through strategic profiling and personalized engagement.
• Generate business across liabilities, assets, and fee-based products to enhance relationship value and revenue.
• Formulate and implement sales plans to onboard new HNI customers and grow the client base.
• Conduct regular portfolio reviews and present investment solutions tailored to client needs.
• Maintain consistent client contact through weekly/monthly calls and meetings.
• Resolve client queries within defined turnaround times (TAT) to ensure satisfaction.
• Ensure high standards of customer service and adherence to bank policies and regulatory guidelines.
• Educate clients on new products and enhancements to deepen banking relationships.
• Plan and execute special sales initiatives and client engagement events.
• Maintain complete and up-to-date relationship records for all assigned customer accounts.

About Kotak Mahindra Bank

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