
Affluent Relationship Manager AVP/DVP Kotak Mahindra Bank- Mumbai Pune
6 days ago
If you are eligible and interested in this role, please share your CV at or WhatsApp your CV at
Roles and Responsibilities
- Manage relationships with high net worth individuals (HNIs) and Ultra HNIs, providing personalized Wealth Management solutions.
- Identify new business opportunities through referrals, networking, and market research to acquire new clients.
- Develop and maintain strong relationships with existing clients to increase wallet share and product penetration.
- Analyze client financial goals and objectives to develop tailored investment strategies utilizing various products, including mutual funds, Portfolio Management Service, and AIFs.
- Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
Job Requirement:-
- Aptitude to deliver high-quality customer service by using organizational and interpersonal skills.
- Minimum 4 to 14 years of experience.
- Decision-making skills with a strong sense of ownership.
- Experience in portfolio management, building and maintaining HNI customer relationships.
Qualifications / Qualities:
- MBA / CA/ CAIIB
- Should have sales orientation
- Leadership skills. (Though more tactical than strategic).
- Thinker : Doer = 40:60
AGE: Maximum- 38 years
THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS
PERKS & BENEFITS:* CTC Upto 24Lacs + Bonus+ Home Loan Benefits.
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