Wealth Manager - Private Banking

JOB ROLE :

- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.

- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.

- Acquire New Clients for the firm and also develop new territories.

- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients.

- Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioral skills.

- Deliver Sales Targets

JOB REQUIREMENTS :

- Excellent written and oral communication skills

- Strong Organizational Skills

- Strong Communication and Interpersonal Skills

- Experience in investment/financial services

- Team player and Collaboration skills

- Relationship Management Skills