Relationship Manager-WEALTH MANAGEMENT-Relationship Manager
KotakNew Delhi, India
Posted November 23, 2021
Full Time
About the Company
Kotak Mahindra Group is a leading Indian financial services conglomerate offering banking, insurance, and investment services.
Job Description
The Relationship Manager-WEALTH MANAGEMENT role focuses on acquiring new clients, building relationships with existing High Net Worth Individuals (HNIs), and selling financial products and services. The role requires cross-selling and collaboration within the financial group. The aim is to increase share of wallet for existing clients and expand the client base.
Requirements
- 5-8 years of experience in financial & banking industry
- Relevant experience in investment advisory
- Teamwork and Collaboration
- Initiating and holding interactions with HNI Clients
- Ability to initiate and hold interactions with HNI Clients