Relationship Manager - Affluent_AFFLUENT-Relationship Manager _Kolkata
Kotak Securities Limited
Work from Office
Full Time
Min. 1 yearJob Description
Relationship Manager - Affluent_AFFLUENT-Relationship Manager _Kolkata
- Responsible for managing relationships with affluent clients, ensuring personalized financial services and solutions. - Focus on client retention, acquisition, and portfolio growth within the affluent segment. - Requires strong interpersonal and communication skills to build trust and long-term client partnerships. - Involves understanding client financial needs and offering appropriate banking products. - Typically demands experience in banking or financial services, especially in wealth management or relationship management roles. - The role is client-facing and requires a professional approach to handle high-net-worth individuals. - May involve collaboration with other banking teams to deliver comprehensive financial solutions. - Requires knowledge of banking products, market trends, and regulatory compliance. - Emphasis on achieving business targets and maintaining high customer satisfaction. - Location-specific role based in Kolkata, focusing on the local affluent market.Job role
Job requirements
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