Relationship Manager - Affluent
Kotak Mahindra Bank Limited
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Relationship Manager - Affluent
Kotak Mahindra Bank Limited
Hyderabad
Not disclosed
Work from Office
Full Time
Min. 2 years
Job Details
Job Description
Relationship Manager - Affluent-AFFLUENT-Relationship Manager
➢ Manage and grow a portfolio of affluent clients, ensuring their financial needs are met.➢Conduct in-depth needs analysis and provide tailored financial solutions.➢Build and maintain strong relationships with clients, offering a personalized approach.➢Stay updated on market trends and financial products to offer relevant advice.➢Collaborate with product specialists and other teams to deliver comprehensive solutions.➢Achieve sales targets and contribute to the regional sales strategy.➢Conduct regular client reviews and provide periodic performance reports.➢Ensure compliance with bank policies and regulations in all client interactions.➢Participate in marketing and networking events to expand the client base.➢Achieve business objectives for the area, meeting value, volume, and channel productivity targets➢Bachelor's degree in Finance, Business, or a related field.➢Minimum 3 years of experience in relationship management or sales, preferably in banking.➢Strong knowledge of financial products and services, especially those catering to affluent clients.➢Excellent communication and interpersonal skills, with a client-centric approach.➢Ability to build trust and rapport with high-net-worth individuals.➢Analytical mindset with problem-solving skills.➢Proficiency in using CRM systems and MS Office.➢Willingness to travel within the region for client meetings.➢Fluency in English and regional languages is an advantage.➢Strong work ethic and a results-driven attitude.Graduation / Post Graduation
Experience Level
Mid LevelJob role
Work location
Hyderabad, Telangana, India
Department
Banking / Insurance / Financial Services
Role / Category
Life Insurance
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 2 years
About company
Name
Kotak Mahindra Bank Limited
Job posted by Kotak Mahindra Bank Limited
Apply on company website