Relationship Manager/Wealth Manager - Privy League

We have opening with Kotak Mahindra Bank for Wealth Manager.

Job Role:

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customer.

- Sources new bank customers through external individual efforts and acquisition channel.

- Ensures high levels of customer service orientation and application of bank policy.

- Cross sells bank products to existing set of customers.

- Informs customers of new products or product enhancements to further expand the banking relationship.

- Plans and conducts special sales initiatives and events for prospective and existing clients.

- Coordinates with other group companies to provide seamless access to other products.

- Maintains complete relationship record for assigned customer accounts.

Job Requirements

- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

- MIS generation.

Salary offered; 7 - 10 LPA