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Relationship Manager-Business Banking-Affluent-Priority-Regional sales

Kotak Mahindra Bank · pune, IN
SalesBanking/Financecustomer servicesalesrelationship managementbusiness developmentportfolio management

Develop and expand HNI customer relationships for Priority Business by profiling clients to identify opportunities. Generate business across liabilities, assets, and fee products while implementing sales plans to acquire new clients. Conduct portfolio reviews and ensure client contactability through regular communication.