Relationship Manager - Private Banking
Kotak Life Insurance
- Posted On: 2025-09-12 21:18:19
- Openings: 10
- Applicants: 0
Job Description
Relationship Manager - Professionals-Kotak Private Banking-Relationship Manager
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 Requirements
- 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
More Info
Education
Any Graduate
Not Disclosed
Required Skills
Private Banking
investment services
Relationship management
Financial services
sales
Relationship
investment
Management
Contact Details
Kotak Life Insurance
+91 987654567
kli.riskcontrol@kotak.com
Latest Job
Similar Jobs
- 2 years
- Hyderabad
- 3 Days
- 3 years
- Mumbai
- 3 Days
- 2 years
- Mumbai
- 3 Days
- 1 years
- Mumbai
- 3 Days
- 3 years
- Mumbai
- 3 Days
- 1 years
- Mumbai
- 3 Days