Senior Relationship Manager

1 week ago

Narela, India Kotak Mahindra Bank Full time

Company Description

Kotak Mahindra Group, established in 1985, is one of India's leading financial services conglomerates. In 2003, Kotak Mahindra Finance Ltd. became the first non-banking finance company in India to convert into a bank – Kotak Mahindra Bank Limited. The Group offers a wide range of financial services including commercial banking, stock broking, mutual funds, life insurance, and investment banking. With a vast distribution network across India and international offices in several major cities, Kotak Mahindra Group caters to the diverse financial needs of individuals and corporate clients. For more information, visit

Role Description

This is a full-time, on-site role for a Senior Relationship Manager located in North Delhi. The Senior Relationship Manager will be responsible for managing and enhancing relationships with high-net-worth individuals and corporate clients. Daily tasks include client acquisition, portfolio management, cross-selling financial products, and ensuring excellent customer service. The role involves understanding client needs, providing financial advice, managing client portfolio risk, and achieving sales targets through comprehensive financial planning solutions.

Qualifications

  • Experience in client acquisition, portfolio management, and financial advisory
  • Knowledge of banking products, investment strategies, and financial instruments
  • Strong skills in relationship management, communication, and customer service
  • Proven ability to achieve sales targets and cross-sell financial products
  • Excellent understanding of market trends and economic factors
  • Ability to work independently and as part of a team, with strong organizational skills
  • Bachelor's degree in Finance, Business Administration, or a related field; MBA preferred
  • Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus

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