PCG Wealth Relationship Manager
6 days ago
Job Summary: We are seeking a highly motivated and results-driven PCG Wealth RM to join our team at Kotak Mahindra Bank. The successful candidate will be responsible for selling Equity based investment products to our Wealth customer base.
Key Responsibilities:
- Develop business and maximize revenue generation by selling Equity based investment products to our Wealth customer base.
- Work closely with the Wealth team to ensure all clients acquired from the assigned area trade actively.
- Responsible for servicing and generating references from the partner Wealth customer base.
Requirements:
- Good communication and presentation skills.
- Self-starter, proactive, and target-oriented.
- Strong networking and relationship building skills.
About Us: Kotak Mahindra Bank is a leading financial services institution in India, offering a wide range of products and services to individuals, corporates, and institutional clients. We are committed to delivering exceptional customer service and building long-term relationships with our clients.
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