Job Role:  - 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 UHNI (Individuals with an investable surplus of 2 Cr) Customers to achieve an increase in the share of wallet.  - Acquire New Clients for the firm and also develop new territories.  - Be able to work with colleagues in 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 behavioral skills.  - Proven Ability to build his or her own book  - Deliver Sales Targets  Job Requirements:  - Excellent written and oral communication skills   - Strong Organizational Skills  - Strong Communication and Interpersonal Skills  - Experience in investment/financial services   - Teamwork and Collaboration  - Relationship Management  - 4-10 years of experience  - Post-graduate qualification would be preferred  Candidate who has worked in following areas will fit well   - HNI Banking  - Broking for HNI client   - AMC Sales   - Private Equity   - Holding Masters degree from Top Premier institutes preferred or CA

Gujarat

Maharashtra

Odisha

Tamil Nadu

Others

Manager/Senior Manager/AVP - Private Banking/Wealth Management - Client Relations 

Manager/Senior Manager/AVP - Private Banking/Wealth Management - Client Relations  ,Job Description for Manager/Senior Manager/AVP - Private Banking/Wealth Management - Client Relations  in AimsHR in  Gujarat Maharashtra Odisha UP Tamil Nadu Others for (4-10) years of experience. Apply Now!

Job Description for Manager/Senior Manager/AVP - Private Banking/Wealth Management - Client Relations  in AimsHR in  Gujarat Maharashtra Odisha UP Tamil Nadu Others for (4-10) years of experience. Apply Now!