Relationship Manager - Investment Products
Kotak Mahindra Bank
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Relationship Manager - Investment Products
Kotak Mahindra Bank
Gandhinagar
Not disclosed
Work from Office
Full Time
Min. 2 years
Job Details
Job Description
Business development-GIFT Branch-WBG HO / IPO / CIP-GIFT City
We are seeking a dynamic and experienced Relationship Manager to lead investment product distribution for our GIFT IBU clientele. The ideal candidate will have a strong background in wealth management and investment product sales, with a proven ability to build and manage relationships with HNIs, NRIs, and institutional clients in an offshore banking environment.
ØManage and grow relationships with HNI/NRI clients by offering customized offshore investment solutions.ØLead the distribution of products such as mutual funds, structured products, bonds, and alternative investments via GIFT IBU.ØProvide portfolio insights and advisory support based on risk profiles and market conditions.ØEnsure compliance with IFSCA and RBI regulations across all offshore transactions and investment activities.ØCollaborate with product, compliance, operations, and legal teams for smooth execution and client servicing.ØStay updated on global markets, regulatory developments, and product innovations to strengthen offshore offerings.ØCA / MBA / post graduate in finance/MarketingØ4 to 6 Years in wealth management, Investment product distribution or private bankingØExceptional communication and client relationship skills, with the ability to engage effectively with diverse client segmentsJob role
Work location
Gandhinagar, Gujarat, India
Department
Banking / Insurance / Financial Services
Role / Category
Banking/Loan Sales
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 2 years
About company
Name
Kotak Mahindra Bank
Job posted by Kotak Mahindra Bank
Apply on company website