Relationship Manager-Affluent-Priority-Regional sales
Kotak Mahindra Bank · patiala, IN
SalesBanking/Financecustomer servicerelationship managementsales strategyportfolio managementclient engagement
Develop and expand HNI customer relationships for Priority Business by profiling clients to identify opportunities. Generate business across liabilities, assets, and fee products to achieve growth in relationship value and revenues. Conduct client portfolio reviews and ensure regular communication to enhance client experience.