Relationship Manager - HNI_Kotak Private Banking_0411_1780_1067555

Kotak Mahindra Bank · Pune

PayPay not listed

WherePuneMaharashtra

TypeFull time

Posted14 Oct13 days ago, via Adzuna

Kaam checked

No fee, deposit or pay-to-apply signs

Good spoken and written English expected

Day work

No vehicle or licence needed

About this job

Description Roles & Responsibilities: Some of the responsibilities will include: 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. Increase AUM Book through cross selling products of bank and increasing wallet share Work with col…

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