Website:
kotak.bank.in
Job details:
Company Description
Kotak Mahindra Group, established in 1985, is one of India’s prominent financial services conglomerates. In 2003, its flagship company, Kotak Mahindra Finance Ltd., became the first non-banking finance company in India to receive a banking license, evolving into Kotak Mahindra Bank Limited. The Group offers a wide array of financial services, including commercial banking, stock broking, mutual funds, life insurance, and investment banking. With a robust presence across India and international offices in key global financial hubs, Kotak Mahindra Group is committed to catering to diverse financial needs. More information can be found at Kotak Mahindra Bank.
Role Description
This is a full-time, on-site role for an Affluent Relationship Manager based in Gurgaon. The primary responsibility is to manage and grow relationships with high-net-worth customers by understanding their financial goals, providing personalized banking and investment solutions, and ensuring a high level of customer satisfaction. The role includes identifying opportunities for cross-selling banking products, resolving client queries, and ensuring compliance with all regulatory requirements.
Qualifications
- Strong relationship management skills with the ability to engage and build trust with high-net-worth individuals (HNIs).
- Proficiency in financial products, including investment strategies, financial planning, and banking services.
- Excellent communication, presentation, and negotiation skills.
- Solid understanding of compliance, regulatory policies, and risk management practices.
- Proven ability in achieving sales targets and delivering exceptional client service.
- Bachelor's degree in Finance, Business Administration, or a related field; an MBA or equivalent qualification is an advantage.
- Prior experience in wealth management, private banking, or financial advisory services is preferred.
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