Relationship Manager - HNI-Kotak Private Banking-Relationship Manager
Kotak Mahindra Bank — Mumbai, MUMBAI
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Job Description
About Kotak
Established in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL).
About Kotak Private
Please see the deck on Kotak Private.
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
Frequently Asked Questions
What are the eligibility criteria for the Relationship Manager - HNI-Kotak Private Banking-Relationship Manager job at Kotak Mahindra Bank?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.
What are the primary responsibilities of a Relationship Manager - HNI-Kotak Private Banking-Relationship Manager at Kotak Mahindra Bank?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Relationship Manager - HNI-Kotak Private Banking-Relationship Manager at Kotak Mahindra Bank.
Is prior experience required for this position?
This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
What skills are important for this role?
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
How do I apply for the Relationship Manager - HNI-Kotak Private Banking-Relationship Manager role at Kotak Mahindra Bank?
You can apply directly using the Apply Now button on this page, which will take you to Kotak Mahindra Bank's application process for this role.
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