Elite Relationship Manager

2 weeks ago

Hyderabad, Telangana, India Kotak Securities Full time

Job Role


•Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.


•Achieve revenue objectives as assigned by the organization.


•Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry,

Job Requirement


•Relevant experience in a acquiring and managing HNI & UHNI customers.


•Should be good in Communication & Presentation skills.


•Should be a self – Starter, Proactive & target oriented.


•Should posses strong networking & Relationship building skills.

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