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Affluent Relationship Manager @ Quotient Consultancy

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Quotient Consultancy  Affluent Relationship Manager

Job Description

Urgent hiring for Affluent Relationship Manager


Role:

  • Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/solutions provided by Kotak Group
  • Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
  • Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
  • Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience 
  • Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements
  • Ensure client contact ability at all times though regular connect with them in weekly/ monthly calls
  • Resolve client queries for the managed book within the specified TAT
  • Plan and conduct special sales initiatives and events for prospective and existing clients
  • Endure adherence to all bank and regulatory processes at all times

Job Requirement:

  • Aptitude to deliver high quality customer service by using organization and interpersonal skills
  • Decision making skills with strong sense of ownership
  • Ability to work under pressure
  • Experience in building and maintaining HNI customer relationships

Interested candidates can connect GIRIJA : 022-40697704 / 9321557***

OR

Email id : qc***6@qu****************y.com


Job Classification

Industry: Banking
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Field Sales Executive
Employement Type: Full time

Contact Details:

Company: Quotient Consultancy
Location(s): Mumbai

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Keyskills:   Aum Portfolio burgundy relationship manager Wealth Relationship affluent relationship manager Ultra Hni imperia relationship manager

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₹ 10-16 Lacs P.A

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