Kotak Hiring Elite Relationship Manager Job| New Vacancy
- Job Description: Elite Relationship Manager at Kotak
- Position Title: Elite Relationship Manager
- Company: Kotak Mahindra Bank
- Degree: Any Graduate Can Apply
- Salary: INR 4-8/ LPA
- Location: Various Locations
- Department: Retail Liabilities
- Reports To: Branch Manager/Regional Head
- Experience: 0-3 years of Experience
Job Overview: Elite Relationship Manager
Kotak Mahindra Bank is attempting to find a dynamic and professional Elite Relationship Manager to sign up for our Retail Liabilities group. The Elite Relationship Manager is probably liable for handling and enhancing the banking courting with our immoderate-net-truly certainly well-worth clients, ensuring custom-designed service, and supplying customized financial solutions to satisfy their banking and investment wishes.
The satisfactory candidate will very well own sturdy dating management competencies, deep data of the financial marketplace, and a confirmed music file in patron management.
Key Responsibilities: Elite Relationship Manager
1. Client Relationship Management:
- Build and maintain lengthy-term relationships with high-internet-well-worth customers.
- Act as a trusted marketing representative, supplying comprehensive banking and economic offerings tailored to customers’ needs.
- Conduct regular purchaser conferences to have a look at financial desires, update on portfolio general performance, and provide market insights.
2. Business Development:
- Identify and collect new immoderate-net-well certainly really worth clients via referrals, networking, and direct advertising and marketing.
- Develop and position into effect strategies to expand the patron base and increase income from present clients.
- Collaborate with distinctive departments and corporations to offer an unbroken banking revel in for clients.
3. Financial Advisory:
- Assess clients’ economic needs and desires to offer customized investment and banking answers.
- Stay up to date with market developments, investment merchandise, and regulatory modifications to provide informed recommendations.
- Prepare and gift whole financial plans and critiques to clients.
4. Portfolio Management:
- Monitor customers’ portfolios and ensure they are aligned with their economic desires and hazard urge for meals.
- Provide proactive pointers for portfolio modifications based on marketplace situations and clients’ converting wishes.
- Ensure compliance with all regulatory and economic institution regulations in handling customers’ portfolios.
5. Service Excellence:
- Deliver super customer support via way manner of promptly addressing clients’ queries and troubles.
- Ensure a high diploma of purchaser pleasure through personalized and inexperienced provider transport.
- Coordinate with the workplace and help groups to clear up any organizational problems.
Qualifications and Skills: Elite Relationship Manager
Education:
Bachelor’s diploma in Finance, Business Administration, or associated location. A grasp’s diploma or professional certifications (e.g., CFA, CFP) are preferred.
Experience:
Minimum of 2 years of enjoy in wealth management, non-public banking, or a similar role.
Proven song record in handling excessive-internet-properly nicely really worth clients and offering financial advisory offerings.
Skills:
Strong information on monetary markets, investment merchandise, and wealth control strategies.
Excellent communication, negotiation, and interpersonal capabilities.
Ability to analyze monetary records and offer strategic pointers.
Proficiency in CRM software programs and MS Office Suite.
High stage of integrity, professionalism, and confidentiality.
Personal Attributes: Elite Relationship Manager
- Client-Centric: Passionate about delivering splendid careers and building long-term relationships.
- Analytical Thinker: Ability to count on severely and make sound financial choices.
- Proactive: Self-stimulated with a pressure to exceed desires and desires.
- Detail-Oriented: Meticulous in maintaining records and making sure of compliance.
- Team Player: Collaborative with a robust functionality to artwork efficaciously in a collection surroundings.
Benefits: Elite Relationship Manager
Competitive earnings and overall performance-based totally clear incentives.
Comprehensive health and well-being benefits.
Opportunities for professional increase and development.
A dynamic and supportive painting surroundings.
Access to special banking and investment products for private use.
How To Apply for Elite Relationship Manager?
Interested candidates are invited to area up their resume and cowl letter outlining their qualifications and enjoy. Please consist of references and any relevant certifications. Applications can be submitted via our career portal or via email to careers@kotak.Com.
Kotak Mahindra Bank is the same possibility agency. We have a very good time variety and are committed to growing an inclusive surroundings for all personnel.
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