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 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
Solid Communication and Interpersonal Skills
Excellent written and oral communication skills
Entrepreneur mindset, self-motivated

📌 Relationship Manager Hni Kotak Private Banking 0411 1780 1067555 Pune
🏢 Kotak Securities
📍 Pune