Job Description
Kotak Wealth Management, the Private Banking arm of Kotak Mahindra Bank Ltd. has over 15 years of Group experience in the Private Banking space. Voted India’s Best Private Bank1, Kotak Wealth Management provides financial advice to the most distinguished families in the country including 44% of India’s top 100 families. Our client base includes business families, entrepreneurs, as well as employed professionals. Our products and services include a variety of financial advisory, banking and credit solutions for your personal and business requirements, like:
• Bespoke Investment Advisory backed by strong research and expertise across variety of asset classes
• Advisory Services that provides an ‘Open Architecture Model’ that provides you access to all the product manufacturers in the market.
• Customer Focused Approach that is completely aligned to your investment goals basis your risk profile
• Family Office Services advising multigenerational families on investments and a host of value-added services. Family Office also covers the established Estate Planning practice advising families on their complex estate and succession planning requirements.
• Banking Solutions with customized offering and access to exclusive banking benefits including a wide variety of credit products
Job Role -
• 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
Locations : Mumbai / Delhi / Bangalore
• Bespoke Investment Advisory backed by strong research and expertise across variety of asset classes
• Advisory Services that provides an ‘Open Architecture Model’ that provides you access to all the product manufacturers in the market.
• Customer Focused Approach that is completely aligned to your investment goals basis your risk profile
• Family Office Services advising multigenerational families on investments and a host of value-added services. Family Office also covers the established Estate Planning practice advising families on their complex estate and succession planning requirements.
• Banking Solutions with customized offering and access to exclusive banking benefits including a wide variety of credit products
Job Role -
• 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
Locations : Mumbai / Delhi / Bangalore
💡 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.
