Private Banking Relationship Manager

12 hours ago


Nagpur, Maharashtra, India Kotak Private Full time ₹ 15,00,000 - ₹ 25,00,000 per year

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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