Relationship Manager (Ernakulam)

Relationship Manager (Ernakulam)

03 Aug
|
Kotak Asset Management Company
|
Ernakulam

03 Aug

Kotak Asset Management Company

Ernakulam

Job Role-

•Build and nurture solid relationships with banking channel partners (Branch Managers, Relationship Managers, Investment Advisors).

• Act as the primary point of contact for assigned bank branches / clusters, ensuring consistent engagement and support.

• Execute structured engagement plans through regular branch visits, joint client meetings, and periodic business reviews.

• Enable partners through market insights, product positioning, and sales support to improve conversion.

• Share periodic updates on business performance, pipeline, and opportunities.

• Ensure adherence to regulatory requirements, sales processes, and internal controls.

Job requirements-

•NISM- V A certification

•2-5 years of experience in Mutual Funds / Banking Distribution.

•Proven track record of client value creation

•Demonstrated success in scaling banking partnerships.

•Strong understanding of MF products, banking distribution, and market trends.

📌 Relationship Manager (Ernakulam)
🏢 Kotak Asset Management Company
📍 Ernakulam

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