Premier Relationship Manager_Digital Banking Kotak 811-Sales_Ludhiana
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage High Net Worth Individuals (HNIs) to expand and deepen banking relationships focusing on liabilities.
Cross-sell a broad range of banking products and coordinate with group companies to provide integrated financial solutions.
Plan and execute special sales initiatives, manage customer queries and complaints promptly to maintain high customer satisfaction and meet sales targets.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD.
Must have experience managing High Net Worth Individuals (HNIs) or similar customer segments.
Strong consultative sales and relationship management skills in banking sector.
Location requirement: Ludhiana (implied from job title).
Ideal Candidate Profile
Experienced in acquiring and managing HNI clients with a focus on product cross-selling and customer retention.
Comfortable working independently to source new clients and execute special sales initiatives.
Skilled at coordinating across teams and group companies for holistic financial solutions.