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04/07 Kusum Agarwal
Founder at KPB Consultants

Views:810 Applications:105 Rec. Actions:Recruiter Actions:75

Elite Relationship Manager - Bank (2-15 yrs)

Bangalore/Hyderabad/Chennai/Coimbatore Job Code: 1120004

Elite Relationship Manager - Kotak Securities


About the company - Kotak Securities


Fancy working in a startup and yet get the exposure to a big corporate setup? That's the culture here at Kotak Securities.

We are looking for sharp, forward-looking individuals with varying levels of work experience with an aptitude for learning new domains and testing methodologies.

Responsibilities

- Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile.

- Showcase entire product suite of "Kotak Group" to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.

- Deliver solutions to clients, based on their investment profile in consultation with product & research team. Periodic review of client portfolios, in accordance with established procedures and/or timelines.

- Proactively advise and consult clients explaining the types of financial services available, educate them about investment options and potential risks.

- Identify potential new clients and work with them to build in relationship with the goal of managing their wealth.

- Achieve revenue objectives as assigned by the organization.

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Requirements

- 3-15 years' relevant work experience in a Wealth management/Private Banking platform.

- Post graduate from a premier institute.

- Self-starter, proactive & target oriented.

- Strong networking & relationship building skills.

- Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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