Job Role: Identify customer needs and provide them with the 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 an 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 Job Requirements: Excellent written and oral communication skills Strong Organizational Skills Strong Communication and Interpersonal Skills Experience in investment/financial services Team player and Collaboration skills Relationship Management Skills
Job Title
Affluent Relationship Manager