Relationship Manager-WEALTH MANAGEMENT-Relationship Manager
KotakBengaluru, Karnataka, India
Posted November 12, 2021
Full Time
About the Company
Kotak Mahindra Group is a leading Indian financial services conglomerate offering banking, insurance, and investment services.
Job Description
Kotak Wealth Management is seeking a Relationship Manager for their Wealth Management team based in Bangalore, Karnataka, India. This role focuses on owning and managing client portfolios for HNI clients, driving new business acquisition, and providing financial advice. The ideal candidate will be a proactive team player with experience in investment advisory and a strong understanding of wealth management.
Requirements
- Acquire new Wealth HNI clients (5-8 cr)
- Identify client needs and showcase offers
- Deliver targets as per KRA's
- Foster strong relationships with HNI Clients