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.

Job role

Work location

New Delhi, 4620-DELHI- DEFENCE COLONY-B-58 - DEFENCE COLONY-BR-DEL, A-266, BHISHMA PITAMAH MARG, DEFENCE COLONY, NEW DELHI, 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

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