This position is primarily responsible for developing and maintaining banking relationships with a select group of high net worth customers by providing them exceptional individualized customer service; thereby achieving targeted growth and service norms.
Develops new and expands existing NRI customer relationship for liabilities specifically and across the range of Kotak product offering.
Develops databases for lead generation, identifies market segments.
Reviews and monitors effort of assigned Relationship & Sales team
Plans and conducts special sales initiative and events for prospective and existing clients.
Co-ordinates with other businesses to provide NRI customers with seamless access to other bank products
Tracks customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.
Job Requirements
In depth product knowledge of all branch product selling skills ,customer service skills, MIS familiarity, strong interpersonal skills, some public relations/event management experience, knowledge of regulatory/compliance issues, knowledge of financial market place: e.g. competitive offerings, changes in market place, etc. , knowledge of investment products, services and options.
In-depth understanding of financial instruments, markets and macro micro economic processes
Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT”
Numerical and analytical skills to calculate returns / Yields / EMI / Etc on products for customers.
Adherence to all regulatory, statutory & corporate compliance standards and audit requirements in full.
Liaising with product management team, marketing and other centers for new product development, service enhancements and sales initiatives.