About the role
- Develop new and expand existing HNI customer relationships for Priority Business through in-depth client profiling and matching opportunities to Kotak Group products/solutions.
- Generate business across liabilities, assets, and fee products to sustain and achieve growth in relationship value, revenues, and client stickiness.
- Formulate and implement sales plans to acquire new HNI clients and increase the customer base.
- Navigate adaptive and technical challenges to align service delivery and enhance client experience.
- Use investment expertise to conduct client portfolio reviews and showcase products as per client requirements.
- Ensure client contact ability at all times through regular weekly/monthly calls.
- Resolve client queries for the managed book within the specified TAT.
- Plan and conduct special sales initiatives and events for prospective and existing clients.
- Ensure adherence to all bank and regulatory processes at all times.