Kotak Mahindra Bank - Senior Relationship Manager - HNI

Key Responsibilities & Accountabilities :

- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients

- Managing HNI clients and selling various banking products to generate revenue.

- Will be responsible for primarily selling Equity based investment products.

- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

- Responsible for achieving targets as assigned by the organization on a monthly basis.

- Provide regular updates to the immediate superior as an when required

Skills & Knowledge :

- Graduate / Post graduate with 4 to 10 yrs exp in direct selling of financial products from any Banking or financial services industry.

- Should have good communication & presentation skills.

- May have good existing client relationships in the market.

Location : Hyderabad

Viveka lakshmi
HR-Kotak mahindrabank