Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

Kotak Mahindra Bank

  • Hyderabad, Telangana
  • Permanent
  • Full-time
  • 20 days ago
Job Description:Job Role
  • Data Acquisition
  • Using publicly available resources like internet and directories
  • Using existing social/professional network to generate references
  • Area mapping for generation of Databases for ultra HNIs and mid sized corporate
  • Data Mining
  • Study existing databases to figure out possible prospects
  • Liaise with other group/non group entities to generate future business
  • Prospect Ownership
  • Schedule meeting of attached RM with the prospects
  • Update the same on CRM systems
  • Accompany RM for these meetings
  • End to end follow up with the RM till conversion
Job Requirements
  • Excellent written and oral communication skills
  • Selling Skills
  • Proficient in Microsoft Applications - Excel, Word & PowerPoint
  • Experience in investment/financial services industry
  • Teamwork and Collaboration
  • Relationship Building

Kotak Mahindra Bank