Website:
kotak.bank.in
Job details:
Company Description
Established in 1985, Kotak Mahindra Group is one of India’s premier financial services conglomerates. Kotak Mahindra Bank Limited, the Group’s flagship entity, became the first non-banking finance company in India to transform into a bank upon receiving a banking license from the Reserve Bank of India in 2003. With a robust financial portfolio, the Group offers diverse services, including commercial banking, stockbroking, mutual funds, life insurance, and investment banking, catering to both individual and corporate clientele. Kotak Mahindra Bank operates a vast network of branches across India and has an international presence in cities like London, New York, Dubai, and Singapore.
Role Description
This full-time, on-site role in the Greater Ahmedabad Area involves managing a portfolio of high-net-worth individuals as a Premier Relationship Manager. Key responsibilities include building strong client relationships, providing personalized financial solutions, cross-selling banking and investment products, and ensuring service excellence. The role requires contributing toward portfolio growth while maintaining high levels of customer satisfaction and advising clients on wealth management strategies tailored to their financial goals.
Qualifications
- Proficiency in Relationship Management, Client Engagement, and Customer Service
- Knowledge of Wealth Management, Financial Planning, and Investment Solutions
- Experience in Cross-Selling Banking Products and Services
- Strong Analytical and Problem-Solving Skills
- Excellent Communication, Negotiation, and Interpersonal Skills
- Ability to meet sales targets and deliver results under deadlines
- Bachelor’s degree in Finance, Business Administration, or related field (Master’s degree is a plus)
- Prior experience in managing HNI (High Net Worth Individual) clients is preferred
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