Area Manager-Business Banking - Affluent_AFFLUENT_0124_1459_1003464
Kotak Securities · Mumbai · onsite · Posted 1d ago
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About a minute. You'll make an account on the way through.
About this role
Area Manager-Affluent
- Strong client relationship management skills, with the ability to build trust and long-term engagement with affluent customers.
- Sound understanding of banking products, wealth management solutions, and investment and insurance offerings.
- Excellent communication, negotiation, and interpersonal skills to handle diverse client profiles and complex financial discussions.
- Ability to analyze financial information, understand risk profiles, and recommend appropriate products and services.
- Proactive sales orientation with experience in achieving targets and driving revenue growth in financial services.
- High level of integrity, adherence to compliance standards, and familiarity with regulatory guidelines in banking and investment.
- Bachelor's degree in finance, commerce, business, or a related field a post-graduate qualification or professional certification in finance/wealth management is an added advantage.
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Skills
insurance offeringsBanking ProductsRegulatory GuidelinesSales Orientationcompliance standardsWealth Management solutions
About Kotak Securities

Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
About
Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.
Industries
Financial Services
Employee ratings
10 reviews
3.6/ 5
Culture
2.8
Career growth
3.0
Work-life
3.7
Employees rate it well for
Work-Life Balance36Overall Company36
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