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Full-time
bachelor degree
Posted 4d ago
Apply by Sep 7
~40 hrs/week
Responsibilities
The Relationship Manager will identify customer needs to provide financial planning and asset allocation while deepening relationships with HNI clients. They are also responsible for acquiring new clients and achieving sales targets through cross-selling bank products.
Requirements
Candidates should have experience in finance or sales with a strong understanding of financial markets and asset classes. Excellent communication skills and an entrepreneurial mindset are required for this role.
Full job description
About Kotak
Established in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL).
About Kotak Private
Please see the deck on Kotak Private.
Roles & Responsibilities:
Some of the responsibilities will include:
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.
Increase AUM Book through cross selling products of bank and increasing wallet share
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 behavioural skills.
Deliver Sales Targets
Job Requirements:
Experience preferably in finance and/or sales
Experience / keen interest in investments/financial services.
Knowledge of Financial Markets and various asset classes
One of India's leading banks offering a wide range of financial services that encompass every sphere of life.
Industry
Banking
Company size
10,001+ employees
Founded
1985
Headquarters
Mumbai, Maharashtra
LinkedIn followers
1,658,596
About Kotak Mahindra Group:
Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.
The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html
Note: Our new toll-free number is 18004100.
SEBI registration details - https://www.kotak.bank.in/content/dam/Kotak/others/sebi-registration-details.pdf
Offices: 36-38A, Nariman Bhavan, 227 Nariman Point, Mumbai, Maharashtra 400021, IN · 8th Floor, Portsoken House, 155-157,, London, EC3N 1LS, GB · 50, Main Street,, Ste. 890, White Plains,, NY, NY 10606, US · Representative Office, Al Otaiba Building,, 907, Hamdan Street, Behind KFC,, Abu Dhabi, AE
How many Sales jobs are open in Mumbai, India right now?
There are currently 1,225 open sales positions in Mumbai, India listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Mumbai, India?
Companies currently hiring include Kotak Mahindra Bank, IDFC FIRST Bank, HSBC, Kalpataru Limited, Godrej & Boyce Mfg. Co. Ltd., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Mumbai, India?
Yes — 147 of the 1225 open sales positions offer remote or hybrid work (30 remote, 117 hybrid).
How do I apply for Sales jobs in Mumbai, India?
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