Kotak Mutual Fund | Relationship Manager | bangalore

Job Role Customer interactive role with Portfolio Management experience. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial...

Job Role:Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak GroupGenerate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and...

Key Responsibilities:Engaging corporate clients with a view to deepening NPS penetration among their employees through arranging NPS helpdesks, awareness sessionsEngaging with business teams of group companies to acquire new corporate clients for NPS businessSupporting the Business Development Manager in strategic business initiativesSupport in designing...

About Job Role: We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends. Key Responsibilities: Advise clients on...

Job Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues...

Job Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues...

About Job Role: We are seeking a knowledgeable and client-focused Mutual Fund Advisor with 2 to 4 years of experience in financial advisory and investment planning. The ideal candidate will have strong analytical skills, excellent communication, and a thorough understanding of mutual funds and market trends.Key Responsibilities:Advise clients on mutual fund...

Company Description Algates Financial Private Limited, in association with Cholamandalam Securities Limited, offers premium stock broking services in India. Cholamandalam Securities Limited is a trusted brand in the stock broking space, providing a wide range of products such as stocks, futures and options, mutual funds, bonds, PMS, AIF and IAP products....

Company Description Algates Financial Private Limited, in association with Cholamandalam Securities Limited, offers premium stock broking services in India. Cholamandalam Securities Limited is a trusted brand in the stock broking space, providing a wide range of products such as stocks, futures and options, mutual funds, bonds, PMS, AIF and IAP products....

Company Description Algates Financial Private Limited, in association with Cholamandalam Securities Limited, offers premium stock broking services in India. Cholamandalam Securities Limited is a trusted brand in the stock broking space, providing a wide range of products such as stocks, futures and options, mutual funds, bonds, PMS, AIF and IAP products....

  RELATIONSHIP MANAGER/AVP   We are urgently looking for a Relationship Manager or AVP sales location based at Bangalore Responsibilities ·        Build relationships with key employees among customers by doing B2B Sales and Promotion of Investment Products such as Insurance ( Life Insurance, General Insurance), Mutual Funds, Debt...

Relationship Manager - Bengaluru, Karnataka, IndiaGrade- Deputy Manager to Senior ManagerCtc- NegotiableExperience- 3+ Years in Retail Banking (2+ years in Portfolio Management)Location- Bangalore (Only local candidates preferred)Industry- BankingJob Description:.Develops new and expands existing High Net worth Customer relationships for liabilities and...

Requirement Experience - 4 to 7 Years Location - Bangalore Job Description We are looking for an energetic professional, who is passionate about working on financial data. You will work closely with leading global asset manager and their Marketing and client-servicing teams. We enable client’s marketing team to promote their funds through...

Job Title: SDE-3Location: Mumbai/BangaloreExperience range: 10-15 yearsWhat we offer:Our mission is simple – Building trust. Our customer's trust in us is not merely about the safety of their assets but also about how dependable our digital offerings are. That’s why, we at Kotak Group are dedicated to transforming banking by imbibing a technology-first...

Role: -Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category- A priority customers- Sources new bank customers through external individual efforts and acquisition channel- Ensures high levels of customer service orientation and application of bank policy- Cross sells bank products to existing set of...

Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing...

Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of...

Relationship Manager - Bengaluru, Karnataka, India Grade- Deputy Manager to Senior Manager Ctc- Negotiable Experience- 3+ Years in Retail Banking (2+ years in Portfolio Management) Location- Bangalore (Only local candidates preferred) Industry- Banking Job Description: Develops new and expands existing High Net worth Customer relationships for liabilities...

Requirement Experience - 4 to 7 Years Location - Bangalore Job Description We are looking for an energetic professional, who is passionate about working on financial data. You will work closely with leading global asset manager and their Marketing and client-servicing teams. We enable client’s marketing team to promote their funds through...

Job Title: SDE-3Location: Mumbai/BangaloreExperience range: 10-15 yearsWhat we offer:Our mission is simple – Building trust. Our customer's trust in us is not merely about the safety of their assets but also about how dependable our digital offerings are. That’s why, we at Kotak Group are dedicated to transforming banking by imbibing a technology-first...