Elite Relationship Manager

Company Description

Kotak Mahindra Group, established in 1985, is one of India's leading financial services conglomerates. In 2003, it became the first non-banking finance company to receive a banking license from the Reserve Bank of India, transitioning into Kotak Mahindra Bank Limited. The group caters to diverse financial needs, offering services such as commercial and investment banking, stockbroking, mutual funds, and insurance for individuals and corporations. With a strong presence across India and international offices, the group's extensive network supports a global clientele. For additional details, visit the company's website at kotak.bank.in.

Role Description

We are seeking an Elite Relationship Manager for our Salem Branch, GA. As an Elite Relationship Manager, you will establish and deepen relationships with high-net-worth clients by providing personalized wealth management solutions. Key responsibilities include portfolio management, addressing client queries, and providing financial advice to achieve client goals. You will also identify potential clients to grow the portfolio and ensure timely execution of client transactions. This is a full-time, on-site role with the opportunity to make a significant impact in a dynamic and customer-centric environment.

Qualifications

• Client Relationship Management skills, including proficiency in understanding client needs and delivering tailored solutions
• Comprehensive knowledge of Financial Planning, Wealth Management, and Portfolio Analysis
• Proficiency in Sales, Business Development, and Cross-Selling of financial products
• Strong Communication, Negotiation, and Interpersonal skills
• Ability to develop and nurture trust with clients and deliver exceptional customer service
• Basic understanding of banking regulations and compliance requirements
• Relevant work experience in financial services or wealth management industry
• Bachelor's degree in Finance, Business, or a related field; certifications such as CFP or CFA are advantageous

Skills Required

Sales, Compliance, Wealth Management, Client Relationship Management, Financial Planning, Portfolio Analysis, Business Development