Relationship Manager - Private Banking

Relationship Manager - Professionals-Kotak Private Banking-Relationship Manager

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

 

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

 

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

 

Experience Level

Mid Level