Senior Relationship Manager - Privy League
- Kotak Mahindra Bank
- Guwahati, India
- INR 900,000 – INR 1,500,000
Role:
· Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers
· Sources new bank customers through external individual efforts and acquisition channel
· Ensures high levels of customer service orientation and application of bank policy
· Cross sells bank products to existing set of Customers
· Informs customers of new products or product enhancements to further expand the banking relationship
· Plans and conducts special sales initiatives and events for prospective and existing clients
· Coordinates with other group companies to provide seamless access to other products
· Maintains complete relationship record for assigned customer accounts
Job Requirement:
· Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
· MIS generation
· Graduate/ Post Graduate – 4 plus years of experience AMFI / IRDA
Skills
- Wealth Management
- Client Relationship Management
- Cross-Selling
- Sales Strategy
- MIS Reporting
- Regulatory Compliance
- AMFI Certification
