Department: Alternate channel
Designation: Relationship Manager: Privy KAM
Grade: E1/E2- AM/ DM
Years of Exp: 1 to 4 yrs
Reporting to: M4 – Sr. Manager
Location: Mumbai
Role:
1. Will be responsible for sourcing & deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers
2. Will be responsible for selling Equity based investment products to this set of Privy customer base.
3. Should have effective servicing skills and should be excellent in conflict management.
4. Will be responsible to develop business, maximize revenue generation & achieve sales targets
5. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively.
6. Responsible for servicing and generating references from the partner Privy Bank customer base.
Skills:
1. Graduate / Post graduate with minimum 1 to 4 year of selling experience.
2. Should have good communication & presentation skills.
3. Should be a self-starter, proactive & target oriented.
4. Should possess strong networking & relationship building skills.
5. May have good existing client relationships in the market.
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