CandiMentor
Quick Links

Relationship Manager-Affluent-Priority-Regional sales

Kotak Mahindra Bank · allahabad, India
customer servicerelationship managementsales strategyportfolio managementhni clientsexperienced

Job Description

Develop and expand HNI customer relationships for Priority Business by profiling clients and matching opportunities to Kotak Group products. Generate business across liabilities, assets, and fee products to achieve growth in relationship value and revenues. Conduct client portfolio reviews and ensure adherence to bank and regulatory processes.

Qualifications

Bachelor's Degree

Skills Required

  • customer service
  • relationship management
  • sales strategy
  • portfolio management
  • hni clients

Location

City: allahabad · Country: India