Relationship Manager - HNI-Kotak Private Banking-Relationship Manager
Kotak Mahindra Bank · nagpur, India
client acquisitionrelationship managementfinancial planninginvestment advisoryportfolio managementcompliancesales targetsexperienced
Job Description
As a Relationship Manager – HNI, you will manage and expand a portfolio of High Net-Worth Individuals by providing customized financial solutions and exceptional client service. Responsibilities include client acquisition, relationship management, investment advisory, and portfolio management. You will collaborate with internal teams to deliver comprehensive financial solutions while ensuring compliance with regulatory requirements.
Qualifications
Bachelor's degree in Finance, Business Administration, or related field.
Skills Required
- client acquisition
- relationship management
- financial planning
- investment advisory
- portfolio management
- compliance
- sales targets
Location
City: nagpur · Country: India