Relationship Manager - HNI_Kotak Private Banking_0411_8087_1070226
# Relationship Manager - HNI_Kotak Private Banking_0411_8087_1070226 **Kotak Securities Ltd** · Bengaluru, Karnataka · `On-site` 🕒 **Статус:** *Опубликовано: 2 дня назад* · *Источник: Indeed* --- ### About the Role Roles & Responsibilities: Some of the responsibilities will include: - 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. - Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioural skills. Deliver Sales Targets - Job Requirements: - Experience preferably in finance and/or sales - Experience / keen interest in investments/financial services. - Knowledge of Financial Markets and various asset classes - Strong Communication and Interpersonal Skills - Excellent written and oral communication skills - Entrepreneur mindset, self-motivated
Наблюдалась 2026-10-15, впервые 2026-10-13, источник — Indeed.