Relationship Manager – Wealth

Role ke baare mein

Kotak Mahindra Bank ke Wealth Management division mein HNI aur UHNI clients ko manage karo. Yeh role aapko financial markets, portfolio management aur premium client servicing ka deep exposure dega.

Kya karoge tum? (Responsibilities)

• HNI clients ka portfolio review aur advisory
• Equity, Debt, PMS aur AIF products recommend karna
• New wealth clients acquire karna through referrals
• Quarterly business reviews present karna
• Compliance norms ke saath sab activities align karna

Kya chahiye? (Requirements)

• MBA Finance / CFA Level 1 preferred
• 4+ years in wealth management or private banking
• AMFI/NISM Series V-A certification
• Strong analytical aur presentation skills
• Existing HNI network advantage hoga

Required Skills