Relationship Manager - HNI-Kotak Private Banking-Relationship Manager
Kotak Mahindra Bank · delhi, India
client acquisitionrelationship managementfinancial planninginvestment advisoryportfolio managementcompliancesales targetsboth
Job Description
As a Relationship Manager – HNI, you will manage and expand a portfolio of High Net-Worth Individuals by offering personalized financial solutions. Responsibilities include client acquisition, relationship management, investment advisory, and compliance. You will collaborate with internal teams to deliver comprehensive financial solutions and achieve sales targets.
Qualifications
Bachelor's Degree
Skills Required
- client acquisition
- relationship management
- financial planning
- investment advisory
- portfolio management
- compliance
- sales targets
Location
City: delhi · Country: India