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.