Job Description

Role:

  • Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group
  • Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
  • Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
  • Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience  
  • Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements
  • Ensure client contactability at all times though regular connect with them in weekly/ monthly calls
  • Resolve client queries for the managed book within the specified TAT
  • Plan and conduct special sales initiatives and events for prospective and existing clients
  • Endure adherence to all bank and regulatory processes at all times

Job Requirement:

  • Aptitude to deliver high quality customer service by using organization and interpersonal skills
  • Decision making skills with strong sense of ownership 
  • Ability to work under pressure


Job Details

Role Level: Associate Work Type: Full-Time
Country: India City: Pune ,Maharashtra
Company Website: http://www.kotak.com Job Function: Sales
Company Industry/
Sector:
Banking

What We Offer


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