Website:
kotak.bank.in
Job details:
Company Description
Kotak Mahindra Group, established in 1985, is one of India’s leading financial services conglomerates. It became the first non-banking finance company in India to transform into a bank, receiving its banking license in 2003. The Group offers a comprehensive range of financial products and services, including commercial banking, stock brokering, mutual funds, life insurance, and investment banking, catering to individuals and corporations. With an extensive network across India and international offices in major financial hubs, Kotak Mahindra Bank is a trusted name in the financial sector. For more information, visit their website at Kotak Mahindra Bank.
Role Description
The Affluent Relationship Manager is a full-time on-site role based in Nagpur. The primary responsibility includes managing and growing a portfolio of high-net-worth clients. This entails providing personalized financial solutions, offering advice on wealth management and investment products, and maintaining strong client relationships. The role demands proactive client communication, upselling financial products, and achieving business objectives. It also requires compliance with all banking and financial regulations.
Qualifications
- Proven skills in relationship management, client servicing, and building trusted partnerships
- Understanding of wealth management solutions, financial planning, and investment products
- Strong sales and negotiation capabilities, with experience in upselling financial services
- Proficiency in financial regulations and compliance requirements
- Effective communication and interpersonal skills to positively engage with clients
- Ability to analyze client needs and recommend appropriate financial strategies
- Prior experience in the banking or financial services sector is a plus
- Relevant certifications in financial advisory or wealth management are advantageous
- Minimum education: Bachelor’s degree in Finance, Business Administration, or related field
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