Relationship Manager - Private Banking

2 - 5 years

3 - 7 Lacs

Posted:None| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Manager - Professionals-Kotak Private Banking-Relationship Manager

Job Role

  • 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.
  • Be able to 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 behavioral skills.
  • Deliver Sales Targets

Job Requirements

  • Excellent written and oral communication skills
  • Strong Organizational Skills
  • Strong Communication and Interpersonal Skills
  • Experience in investment/financial services
  • Team player and Collaboration skills
  • Relationship Management Skills

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Kotak Life Insurance logo
Kotak Life Insurance

Insurance

Jaipur

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