Relationship Manager - Private Wealth - Bank (5-20 yrs)
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 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 behavioral skills.
- Deliver Sales Targets
Job requirement :
- Excellent written and oral communication skills
- Strong Organizational Skills
- Strong Communication and Interpersonal Skills
- Experience in investment/financial services
- Team player and Collaboration skills
- Relationship Management Skills
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