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Strong employer brand, generalist RM title, and metro location increase candidate competition.
Banking HNI relationship skills partly transferable but require financial product knowledge and network.
No explicit years or certifications, but domain-specific banking relationship skills imply moderate filtering.
Develop and expand relationships with High Net Worth Individuals (HNIs) in Priority Business through detailed client profiling and aligning opportunities with Kotak Group products.
Generate business across liabilities, assets, and fee-based products to grow relationship value, revenues, and client retention.
Plan and execute sales strategies to acquire new HNI clients and manage client queries within specified turnaround times, while ensuring regulatory compliance.
Work Experience Required: Not explicitly mentioned in the JD
Mandatory experience in handling HNI/Business Banking segment or similar is implied but not explicitly mentioned.
Not explicitly mentioned: educational qualifications, notice period, or location constraints.
Not explicitly mentioned: technical or regulatory certifications.
Experienced in HNI client acquisition and relationship management with a focus on Priority or Business Banking.
Strong decision-making ability with ownership mindset and capability to work under pressure.
Skilled at client engagement, portfolio reviews, and conducting sales initiatives/events to enhance client experience and generate business growth.