Job Description
Full Job Description
Hiring For Bank : Private Banking Group(HNI) : Mumbai & Bangalore
From 5 to 8 year(s) of experience
₹ Not Disclosed by Recruiter
Mumbai, Bangalore/Bengaluru
or
Job Description
Roles and Responsibilities
Identify customer needs and provide them with right financial planning assistance and
asset allocation with the help of our Investment Advisory services.
Build and deepen relationships with existing HNI Customers to achieve increase in
share of wallet.
Acquire New Clients for the firm and also develop new territories.
Be able to work with colleagues of other divisions of the bank to Cross Sell products
and services to clients.
Adhere to all company processes and policies, and carry the Kotak brand through
developed functional and behavioral skills.
Deliver Sales Targets
Role:Relationship Manager
Salary: Not Disclosed by Recruiter
Industry:Banking
Department:BFSI, Investments & Trading
Role Category:Banking Operations
Employment Type:Full Time, Permanent
Key Skills
Private BankingSalesCross SellingFinanceAsset AllocationInvestment Advisory ServicesFinancial Planning
Education
UG:Any Graduate
Company Profile
SKILLVENTORY
RPO
Recruiter Name:Giriraj Gautam
Contact Company:SKILLVENTORY
Telephone:8+8244XXXXXX
Hiring For Bank : Private Banking Group(HNI) : Mumbai & Bangalore
From 5 to 8 year(s) of experience
₹ Not Disclosed by Recruiter
Mumbai, Bangalore/Bengaluru
or
Job Description
Roles and Responsibilities
Identify customer needs and provide them with right financial planning assistance and
asset allocation with the help of our Investment Advisory services.
Build and deepen relationships with existing HNI Customers to achieve increase in
share of wallet.
Acquire New Clients for the firm and also develop new territories.
Be able to work with colleagues of other divisions of the bank to Cross Sell products
and services to clients.
Adhere to all company processes and policies, and carry the Kotak brand through
developed functional and behavioral skills.
Deliver Sales Targets
Role:Relationship Manager
Salary: Not Disclosed by Recruiter
Industry:Banking
Department:BFSI, Investments & Trading
Role Category:Banking Operations
Employment Type:Full Time, Permanent
Key Skills
Private BankingSalesCross SellingFinanceAsset AllocationInvestment Advisory ServicesFinancial Planning
Education
UG:Any Graduate
Company Profile
SKILLVENTORY
RPO
Recruiter Name:Giriraj Gautam
Contact Company:SKILLVENTORY
Telephone:8+8244XXXXXX
💡 Quick Summary
Seeking a career-building opportunity? The Hiring For Bank | Private Banking Group|HNI| | |amp position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
