Relationship Manager

Relationship Manager-WEALTH MANAGEMENT-Relationship Manager

Job Role:

•       Acquire new clients, identify their needs and provide them with right financial planning assistance and asset allocation.

•       Build and deepen relationships with existing HNI customers to achieve increase in share of wallet.

•       Cross sell products and services to clients by collaborating more within other divisions of the group.

•       Deliver Sales Target

Job requirements:

·         5-8 years of experience in financial & banking industry with relevant experience in  investment advisory

·         Teamwork and Collaboration

·         Post-graduate qualification would be preferred

·         Ability to initiate and hold interactions with HNI Clients

Application:

If you wish to apply for this job position, please fill your details in the Kotak Fast Track Application Form and mail to gaurav.yadav@kotak.com