Relationship Manager-WEALTH MANAGEMENT-Relationship Manager
Kotak Mahindra Bank
5 - 8 years
Delhi
Posted: 25/07/2025
Job Description
Job Role:
• Acquire new clients, identify their needs and provide them with right financial planning assistance and asset allocation.
• Build and deepen relationships with existing HNI customers to achieve increase in share of wallet.
• Cross sell products and services to clients by collaborating more within other divisions of the group.
• Deliver Sales Target
Job requirements:
· 5-8 years of experience in financial & banking industry with relevant experience in investment advisory
· Teamwork and Collaboration
· Post-graduate qualification would be preferred
· Ability to initiate and hold interactions with HNI Clients
Application:
If you wish to apply for this job position, please fill your details in the Kotak Fast Track Application Form and mail to gaurav.yadav@kotak.com
About Company
Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.
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