30 Sep
|
Kotak Mahindra Bank
|
Mumbai
30 Sep
Kotak Mahindra Bank
Mumbai
Roles and Responsibilities :
- Manage a portfolio of high net worth (HNI) clients, providing personalized wealth management solutions to meet their financial goals.
- Identify recent business opportunities through networking, referrals, and market research to expand the HNI book.
- Develop and maintain strong relationships with existing clients to increase retention rates and cross-sell other banking products.
- Collaborate with internal teams such as investment specialists, account managers, and product experts to deliver tailored services.
Job Requirements :
- 5-12 years of experience in priority banking, HNIs sales or wealth management.
- Proven track record in acquiring new HNI clients and growing existing relationships.
- Strong understanding of premier banking services including portfolio management, investment advisory, insurance offerings etc.
📌 Affluent Relationship Manager (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai