Relationship Manager - HNI-Kotak Private Banking-Relationship Manager
Kotak Mahindra Bank · mumbai, India
wealth managementclient acquisitionfinancial planningportfolio managementinvestment advisoryrelationship managementexperienced
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. The role requires strong financial market knowledge and exceptional client service skills.
Qualifications
Bachelor's degree in Finance, Business Administration, or related field. Relevant experience in wealth management is preferred.
Skills Required
- wealth management
- client acquisition
- financial planning
- portfolio management
- investment advisory
- relationship management
Location
City: mumbai · Country: India