Relationship Manager-Insignia
Planet Solutions · Hyderabad · onsite · Posted 56d ago
₹14.0L - ₹20.0L PA7–12 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Manage and grow Affluent/HNI client portfolios, drive wealth and investment product sales, acquire liabilities and new customers, deepen relationships, cross-sell banking products, ensure retention, and achieve revenue and portfolio targets.
Required Candidate profile
Strong experience in Affluent/HNI relationship management, wealth management, portfolio handling, liability acquisition and investment sales. Proven ability in client acquisition, cross-selling.Sourced from naukri
Skills
Affluent Relationship ManagementImperia BankingCross SellingPreferred BankingInvestment Productsburgundypremium bankingPortfolio ManagementPriority BankingClient AcquisitionWealth ManagementHNI SalesLiability AcquisitionPrivilege BankingCasa Sales
About Planet Solutions
Planet Solutions
11-50
employees
2004
22 years old
Bhubaneswar, Odisha
India
₹2.2L PA avg
Avg at Planet Solutions
₹14L – ₹20L PA
This role
About
Kotak Mahindra Bank is one of India’s leading private sector banks, offering a wide range of financial services including retail banking, corporate banking, wealth management, and investment banking, with a strong focus on solutions and innovation.
Employee ratings
10 reviews
4.1/ 5
Culture
4.1
Career growth
3.4
Work-life
4.4
Employees rate it well for
Work-Life Balance44Company Culture41
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