About Kotak

Established in 1985, Kotak Mahindra Group is one of India's leading financial
services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL),
the Group's flagship company, received banking license from the Reserve Bank of
India (RBI), becoming the first non-banking finance company in India to convert
into a bank - Kotak Mahindra Bank Ltd (KMBL).

About Kotak Private

Please see the deck on Kotak Private.

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 Current Clients for the firm and also develop recent 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
Solid Communication and Interpersonal Skills
Excellent written and oral communication skills
Entrepreneur mindset, self-motivated

📌 Relationship Manager Mumbai
🏢 Kotak
📍 Mumbai