Description
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

Responsibilities
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 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 Mar

📌 Relationship Manager (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai