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Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_1492_1012180

Kotak Securities Ltd
Mumbai

Posted:7 hours ago

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Job Description

Relationship 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.

Skills Required

Business Banking Client Relationship Management Banking Products Wealth Management Insurance Sales Revenue Growth Financial Services Banking Finance Post Graduate Client and account management

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Kotak Securities Ltd

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