Relationship Manager - Professionals-Kotak Private Banking-Relationship Manager

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The Kotak Mahindra Group   

The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Completing a successful 29 year run, Kotak firmly invests in serving the financial services needs of customers. The Group today offers complete financial solutions including areas like Retail Finance, Equities, Mutual Funds, Life Insurance, Wealth Management (Private Banking), Tax Planning and Investment Banking etc. The Kotak Mahindra Group offers the understanding, the experience, the infrastructure and most importantly the commitment to deliver pragmatic end-to-end solutions that truly work.

 

Kotak Wealth Management:

The Kotak Mahindra Group (‘Kotak’) has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.

 

The Kotak client base ranges from entrepreneurs to business families, and also includes employed professionals. Kotak provides financial advice and manages wealth for 44% of India’s top 100 families with Wealth Management offices spread across 10 cities in India. The Client Relations team in Kotak Wealth Management works exclusively on portfolios of large advisory and family office clients of the firm. The role requires the Relationship Manager to take full ownership of his/her client portfolios.

 

Job Role:

Job Role

 

 

 

 

• 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.
• Be able to 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 behavioral skills.
• Deliver Sales Targets

Job Requirements

• Excellent written and oral communication skills
• Strong Organizational Skills
• Strong Communication and Interpersonal Skills
• Experience in investment/financial services
• Team player and Collaboration skills
• Relationship Management Skills