Job Description
Private Banking - Relationship Manager ( Grade director)
Role Expectations –
· 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 behavioural skills.
· Deliver Sales Targets
Note: Hiring for Banks ( Private banking)
Budget is not a constraint for the role
Role Expectations –
· 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 behavioural skills.
· Deliver Sales Targets
Note: Hiring for Banks ( Private banking)
Budget is not a constraint for the role
💡 Quick Summary
Seeking a career-building opportunity? The Private Banking | Relationship Manager 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.
