Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

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