Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

Job description

About The Role   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