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This position is primarily responsible for developing and maintaining banking relationships with a
select group of high net worth customers by providing them exceptional individualized customer
service; thereby achieving targeted growth and service norms.
Develops new and expands existing NRI customer relationship for liabilities specifically and across
the range of Kotak product offering.
Develops databases for lead generation, identifies market segments.
Reviews and monitors effort of assigned Relationship & Sales team
Plans and conducts special sales initiative and events for prospective and existing clients.
Co-ordinates with other businesses to provide NRI customers with seamless access to other bank
Tracks customer complaints/queries and turnaround times to ensure high level of customer
satisfaction and provide information for product and service enhancements.
In depth product knowledge of all branch product selling skills ,customer service skills, MIS
familiarity, strong interpersonal skills, some public relations/event management experience,
knowledge of regulatory/compliance issues, knowledge of financial market place: e.g. competitive
offerings, changes in market place, etc. , knowledge of investment products, services and options.
In-depth understanding of financial instruments, markets and macro micro economic processes
Ability to carry along all the units involved in the customer service cycle to ensure customer
Numerical and analytical skills to calculate returns / Yields / EMI / Etc on products for customers.
Adherence to all regulatory, statutory & corporate compliance standards and audit requirements in
Liaising with product management team, marketing and other centers for new product
Thanks & Regards
|Experience||3 - 9 Years|
|Salary||3 Lac 75 Thousand To 10 Lac P.A.|
|Industry||Financial Services / Banking, Investments / Insurance / Stock Market / Loan|
|Qualification||Other Bachelor Degree|
|Key Skills||Relation Manager HNI Relationship Manager Portfolio Manager NRI Services banking sales|
|Address||403 & 404, Adarsh Plaza, Opp. GSPC Gas, Nr. Raiya Telephone Exchange, 150 ft Ring Road|