Job Description

Relationship Manager-Affluent

 

  • Strong client relationship management skills, with the ability to build trust and long-term engagement with affluent customers.
  • Sound understanding of banking products, wealth management solutions, and investment and insurance offerings.
  • Excellent communication, negotiation, and interpersonal skills to handle diverse client profiles and complex financial discussions.
  • Ability to analyze financial information, understand risk profiles, and recommend appropriate products and services.
  • Proactive sales orientation with experience in achieving targets and driving revenue growth in financial services.
  • High level of integrity, adherence to compliance standards, and familiarity with regulatory guidelines in banking and investment.
  • Bachelor’s degree in finance, commerce, business, or a related field; a post-graduate qualification or professional certification in finance/wealth management is an added advantage.

 


Job Details

Role Level: Associate Work Type: Full-Time
Country: India City: Mumbai Suburban District ,Maharashtra
Company Website: http://www.kotak.com Job Function: Business Development
Company Industry/
Sector:
Banking

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