If you are eligible and interested in this role, please share your CV at [email protected] or WhatsApp your CV at (phone hidden).

Roles and Responsibilities

- Manage relationships with high net worth individuals (HNIs) and Ultra HNIs, providing personalized Wealth Management solutions.

- Identify new business opportunities through referrals, networking, and market research to acquire new clients.

- Develop and maintain strong relationships with existing clients to increase wallet share and product penetration.

- Analyze client financial goals and objectives to develop tailored investment strategies utilizing various products, including mutual funds, Portfolio Management Service, and AIFs.

- Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.

Job Requirement:-





- Aptitude to deliver high-quality customer service by using organizational and interpersonal skills.
- Minimum 4 to 14 years of experience.
- Decision-making skills with a strong sense of ownership.
- Experience in portfolio management, building and maintaining HNI customer relationships.

Qualifications / Qualities:

- Should have sales orientation
- Leadership skills. (Though more tactical than strategic).
- Thinker : Doer = 40:60

AGE: Maximum- 38 years

THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS

PERKS & BENEFITS:* CTC Upto 19Lacs + Bonus+ Home Loan Advantages.

📌 Affluent Relationship Manager AVP/DVP Kotak Mahindra Bank- Mumbai Pune (Navi Mumbai)
🏢 Executive Resource Consultants
📍 Navi Mumbai