Relationship Manager - HNI_Kotak Private Banking_0411_1780_1067555
Core
Manage and grow a portfolio of High Net-Worth Individuals by offering personalized financial solutions and delivering exceptional service.
Role type
Relationship Manager - HNI (Private Banking)
Builds
Personalized financial solutions, investment portfolios, and client relationships
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client acquisition, relationship management, financial planning, asset allocation, cross-selling, sales target achievement, compliance management
Preferred skills
Knowledge of financial markets, experience in finance/sales, investment interest
Technologies
Equity, debt, mutual funds, structured products, alternative investments
Responsibilities
Identify and acquire new HNI clients; Serve as primary point of contact for assigned clients; Provide expert guidance on financial planning and asset allocation; Monitor client portfolios and drive AUM growth; Collaborate with internal teams across banking and insurance divisions; Ensure compliance with regulatory requirements; Meet and exceed sales targets