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Kotak Mahindra Bank
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Elite Relationship Manager

Elite Relationship Manager

Kotak Mahindra Bank

0 years

0 Lacs

morbi gujarat india

Posted:2 days ago| Platform:

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Skills Required

finance network portfolio service management planning communication presentation certification

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Kotak Mahindra Group, established in 1985, is one of India’s leading financial services conglomerates. Kotak Mahindra Bank Limited, which transitioned from a non-banking finance company to a full-fledged bank in February 2003, is the flagship company of the group. The Group offers a wide range of financial services, including commercial banking, stock broking, mutual funds, life insurance, and investment banking. With a wide distribution network across India and international presence in multiple cities, the Group caters to the diverse financial needs of individuals and the corporate sector.

Role Description

This is a full-time on-site role for an Elite Relationship Manager based in Morbi. The Elite Relationship Manager will be responsible for managing and enhancing the relationships with high-net-worth clients, offering personalized banking and financial services, identifying client needs, and providing suitable solutions. The role involves regular client meetings, understanding their portfolio, and ensuring the highest level of service. The professional will also be responsible for cross-selling products and services that align with clients' financial goals.

Qualifications

Customer Relationship Management, Client Servicing, and Account Management skills
Experience in Selling Financial Services and Cross-Selling Bank Products
Financial Planning, Investment Management, and Wealth Management skills
Excellent Communication, Interpersonal, and Presentation skills
Ability to work independently and manage a large portfolio
Bachelor's degree in Finance, Business Administration, or a related field
Relevant certification such as CFP (Certified Financial Planner) or equivalent is a plus
Proven track record of managing high-net-worth clients in the financial services industry

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Kotak Mahindra Bank

Banking

Mumbai Maharashtra

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Elite Relationship Manager