Most Urgent Requirement of Nr Rm

Key Skills

NRI Wealth Mangement NRI HNI Sales Mutual Funds Cross Selling Investment Advisor Banking Relationship

Job Description

Job description:

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.

Roles and responsibility:

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: . 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.

Experience : 4 - 10 Years

No. of Openings : 10

Education : Any Bachelor Degree

Role : Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

About Rojgari Placements Pvt. Ltd

Rojgari Placements Pvt Ltd is one of the fastest growing HR Firms with focus on Premium Placement Services. Our Endeavour is to provide simple, strong, fast, dynamic & responsive experience to our valued customers in their quest for searching the best man-power available. Our well trained staff combines speed & experience to find the best possible talent, in the most demanding niche skill areas too. Rojgari Placements Pvt. Ltd provides the best recruitment solutions to the various industries on PAN India level. There are many New age and long standing companies operating in the country that have their own agendas, philosophies and their own drive to reshape the world. This time the corporate revolution is against anything that is not just and is fickle, and we support the cause by providing honest, hardworking professionals to the industry.

The Company was established in Year 2000 by Mr. Hitesh Desai, as Universal Placement. It has vast expertise in planning, coordinating and recruiting the best candidates as per companys requirement. In June 2011, Mr. Hitesh Desai has thought to give a new identity with the deep desire to be recognized by the big entities operating in the country & now, we are known as Rojgari Placements Pvt. Ltd. We have measured miles of distance and are not far away from our cherished goals. Understanding the sensitivity of every matter and urgency of every need, we would bring to you services that are empathetic and extremely prompt.
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