Relationship Manager - HNI Kotak Private Banking-Relationship Manager Delhi

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
• Identify and acquire new HNI clients through strategic networking, referrals, and market research
• Build a strong pipeline of prospective clients and convert leads into long-term relationships
• Serve as the primary point of contact for assigned HNI clients, ensuring consistent engagement and satisfaction

What you need

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

Good to have

• Client relationship