Senior Relationship Manager at Waytogo Consultants.in
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Director - Private Wealth Management - Bank (8-25 yrs)
- Private Wealth Management provides financial advice to the most distinguished families in the country including 44% of India's top 100 families.
- Need to cater Ultra HNI .
Our products and services include a variety of financial advisory, banking and credit solutions for your personal and business requirements, like:
- Bespoke Investment Advisory backed by strong research and expertise across variety of asset classes
- Advisory Services that provides an 'Open Architecture Model' that provides you access to all the product manufacturers in the market.
- Customer Focused Approach that is completely aligned to your investment goals basis your risk profile
- Family Office Services advising multigenerational families on investments and a host of value-added services. Family Office also covers the established Estate Planning practice advising families on their complex estate and succession planning requirements .
- Banking Solutions with customised offering and access to exclusive banking benefits including a wide variety of credit products
Role Expectations :
- 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 behavioural skills.
- Deliver Sales Targets
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