Relationship Manager - Private Client Group - Bank

Relationship Manager - Private Client Group - Kotak Securities

- New client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.

- Developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

- Responsible for primarily selling Equity based investment products.

- Cross-Sell of Third party products like Mutual Funds, Assets (Car Loans, Home Loans, LAP & LAS), Tax-free Bonds traded over the Stock Exchanges, PMS & Structured products.

- Manage an existing base of dormant clients to reactivate, build relationship and business.

- Achieving targets as assigned by the organization on a monthly basis.

- Understand client's risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.

Salary Offered : 12-15 Lakhs