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New Job Relationship Manager - Hni-Kotak Private Banking-Relationship Manager In Gujarat

Relationship Manager - HNI-Kotak Private Banking-Relationship Manager
Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

Company : Indeed
Salary : Details not provided
Location : Gujarat

Full Description

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