Relationship Manager - Non-Resident Affluent Retail Clients
Kotak Mahindra Bank LimitedJob Description
Relationship Manager – NR Affluent-RETAIL NR-Relationship Manager
Job Description
1) Develop and maintain relationships with clients to ensure their satisfaction with the services provided.
2) Analyse client portfolios and recommend appropriate investment strategies.
3) Monitor market trends and provide timely advice to clients.
4) Develop and implement customised investment plans for clients.
5) Research and analyse financial products and services to identify suitable options for clients.
6) Prepare and present financial reports to clients.
7) Provide clients with timely updates on their investments.
8) Assist clients in understanding the risks and rewards associated with their investments.
9) Respond to client inquiries and provide guidance on financial matters.
10) Stay up-to-date on industry trends and regulations.
Experience Level
Mid LevelJob role
Job requirements
About company
Similar jobs you can apply for
Business DevelopmentField Loan Sales Officer
Calibehr Business Support Services Private LimitedLoan Executive
PhonepeTelecalling Executive
Future Xpress - SBI Health Insurance
Sales Officer
Idfc First Bank LimitedRetail Sales Executive
Silver Store Private Limited