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 current 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
📌 Relationship Manager - High Net Worth Individuals (HNI) (Pune)
🏢 Kotak Securities
📍 Pune
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