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Relationship Manager - HNI Kotak Private Banking 0411 8087 1070226

Kotak Mahindra Bank·Bengaluru

Pay not statedMid levelFull-time
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About the role

Relationship Manager - HNI_Kotak Private Banking_0411_8087_1070226 at Kotak Mahindra Bank. Some of the responsibilities will include.

What you'll do

  • 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
  • Increase AUM Book through cross selling products of bank and increasing wallet share
  • Work with colleagues of other divisions of the bank to Cross Sell products and services to clients

What you need

  • Cross-selling
  • Mutual funds
  • Portfolio management
  • Compliance
  • Sales
  • Business development
  • Any graduate

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