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Wealth Manager Private Banking

2.00 to 7.00 Years   Hyderabad   03 Aug, 2019
Job LocationHyderabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaExecutive Assistant (EA)Management Consulting / Strategy
EmploymentTypeFull-time

Job Description

- 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

Keyskills :
salesinvestmentsbankingranchbankingrelationshipmanagementfinancialservicesinsurancebusinessbankingbankingproductswealthmanagement

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