Job Description
Company Description
Kotak Private is the wealth management proposition of the Kotak Mahindra Group, offering a comprehensive platform for UHNI and HNI clients, including entrepreneurs, business families, and professionals. Located in Bengaluru, Kotak Private provides a wide range of financial products and services to meet the diverse needs of its clients.
Role Description
This is a full-time on-site role for a Private Banker at Kotak Private in Bengaluru. The Private Banker will be responsible for providing personalized financial planning, investment advice, asset allocation strategies, and private banking services to UHNI and HNI clients. Daily tasks include managing client portfolios, analyzing financial data, and building long-term relationships with clients.
Location: Mumbai & Bangalore
Qualifications
• Client & Account Management Skills
• Client Acquisition
• Financial Planning and Investment skills
• Expertise in Finance and Asset Allocation
• Private Banking knowledge
• Excellent communication and interpersonal skills
• Ability to work well under pressure and meet deadlines
• Keen Interest in Global & Indian Economy and Financial News
• MBA/CA with 3-7 years of work experience
Kotak Private is the wealth management proposition of the Kotak Mahindra Group, offering a comprehensive platform for UHNI and HNI clients, including entrepreneurs, business families, and professionals. Located in Bengaluru, Kotak Private provides a wide range of financial products and services to meet the diverse needs of its clients.
Role Description
This is a full-time on-site role for a Private Banker at Kotak Private in Bengaluru. The Private Banker will be responsible for providing personalized financial planning, investment advice, asset allocation strategies, and private banking services to UHNI and HNI clients. Daily tasks include managing client portfolios, analyzing financial data, and building long-term relationships with clients.
Location: Mumbai & Bangalore
Qualifications
• Client & Account Management Skills
• Client Acquisition
• Financial Planning and Investment skills
• Expertise in Finance and Asset Allocation
• Private Banking knowledge
• Excellent communication and interpersonal skills
• Ability to work well under pressure and meet deadlines
• Keen Interest in Global & Indian Economy and Financial News
• MBA/CA with 3-7 years of work experience
💡 Quick Summary
Seeking a career-building opportunity? The Private Banker position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore 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.
