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
Full Time
English
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
- 5 years
- Hyderabad
- 2 Months
- 3 years
- Bengaluru
- 2 Months
- 2 years
- Bengaluru
- 2 Months
- 5 years
- Bengaluru
- 2 Months
- 6+ years
- Mumbai
- 2 Months
- Fresher
- Mumbai
- 2 Months