Relationship Manager - HNI_Kotak Private Banking_0411_8087_1070226

Kotak Mahindra Bank · Bengaluru

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Roles & Responsibilities:

Some of the responsibilities will include: 

• Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. 
• Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. 
• Acquire New Clients for the firm and also develop new territories. 
• Increase AUM Book through cross selling products of bank and increasing wallet share 
• Work with colleagues of other divisions of the bank to Cross Sell products and services to clients. 
• Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioural skills. 
• Deliver Sales Targets 

Job Requirements: 

• Experience preferably in finance and/or sales
• Experience / keen interest in investments/financial services. 
• Knowledge of Financial Markets and various asset classes
• Strong Communication and Interpersonal Skills
• Excellent written and oral communication skills
• Entrepreneur mindset, self-motivated

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