Associate Relationship Manager - Affluent-AFFLUENT-Service - Non Branch Banking bei Kotak Mahindra Bank Ltd
Kotak Mahindra Bank Ltd · Mumbai, Indien · Onsite
- Professional
- Optionales Büro in Mumbai
The Associate Relationship Manager will be a key member of our Affluent-Service team, working closely with high-net-worth individuals to understand their financial needs and goals. This role involves building long-term relationships, offering personalized advice, and providing exceptional customer service. The successful candidate will have the opportunity to make a significant impact on the bank's affluent customer segment and contribute to its overall success.
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Responsibilities
- Develop and maintain strong relationships with affluent customers, understanding their financial goals and requirements.
- Offer tailored financial solutions, including investment advice, wealth management, and banking services, to meet customer needs.
- Proactively identify and address customer concerns, providing timely and effective resolutions.
- Conduct regular reviews and performance assessments of customer portfolios, ensuring alignment with their financial objectives.
- Stay updated with market trends, regulatory changes, and industry developments to provide accurate and relevant financial advice.
- Collaborate with other teams, such as investment advisors and wealth managers, to deliver comprehensive financial solutions.
- Generate new business opportunities by identifying potential customers and cross-selling bank products and services.
- Maintain accurate and up-to-date customer records, ensuring compliance with regulatory requirements.
- Participate in team meetings and contribute to the overall strategy and direction of the Affluent-Service team.
- Represent the bank professionally and ethically, upholding its values and reputation.
Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field.
- Minimum 2-3 years of experience in relationship management or a similar role, preferably in the banking or financial services industry.
- Strong knowledge of financial products and services, including investments, banking, and wealth management.
- Excellent interpersonal and communication skills, with the ability to build rapport and trust with customers.
- Proven track record of achieving sales targets and delivering exceptional customer service.
- Ability to work independently and manage multiple priorities effectively.
- Proficiency in using Microsoft Office and other relevant software applications.
- Strong analytical skills, with the ability to interpret financial data and make informed recommendations.
- Willingness to stay updated with industry trends and best practices.
- Flexibility to work extended hours as needed, including occasional weekends.
