Private Banking Relationship Manager
12 hours ago
Company Description
Kotak Private is the pre-eminent banker to India's wealthiest, with 60% of India's richest having chosen us for our cutting edge investment solutions. We offer a holistic financial platform tailored to meet the needs of our high-net-worth clients. Our comprehensive suite of services is designed to provide the best financial solutions for wealth management.
Role Description
This is a full-time, on-site role for a Private Banking Relationship Manager located in Nagpur. The Private Banking Relationship Manager will be responsible for managing and nurturing relationships with high-net-worth clients, providing personalized financial planning, conducting portfolio management, and handling investments. The role involves understanding client needs, developing tailored financial strategies, and ensuring client satisfaction through excellent service.
Qualifications
- Skills in Business Relationship Management
- Experience in Financial Planning
- Expertise in Portfolio Management
- Proficiency in Finance and Investments
- Excellent communication and interpersonal skills
- Ability to work independently and provide exceptional client service
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Experience in private banking or wealth management is a plus
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