Relationship Manager - HNI Kotak Private Banking 0411 1314 1071453

About the role

As a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial solutions, driving asset growth, and ensuring exceptional client service.

What you'll do

• Play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs)
• Be responsible for delivering customized financial solutions, driving asset growth, and ensuring exceptional client service
• Build a strong pipeline of prospective clients and convert leads into long-term relationships. 2
• Recommend suitable investment products across asset classes including equity, debt, mutual funds, structured products, and alternative investments
• Identify opportunities to enhance revenue through upselling and product bundling. 5

What you need

• Wealth management
• Mutual funds
• Portfolio management
• Cross-selling
• Compliance
• Customer service
• Any graduate

Good to have

• Client relationship