Kotak Mahindra Bank
Relationship Manager – HNI-Kotak Private Banking-Relationship Manager
Full 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