Relationship Manager - HNI_Kotak Private Banking_0411_8087_1070226
Kotak Securities Limited
Work from Office
Full Time
Min. 2 yearsJob Description
Relationship Manager - HNI_Kotak Private Banking_0411_8087_1070226
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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