Company: Kotak Mahindra Bank
Location: Mumbai, Maharashtra, India
Employment Type: Full-time
Description:
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.
Increase AUM Book through cross selling products of bank and increasing wallet share
Have basic understanding on functioning of bank and lending
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 behavioural skills.
Deliver Sales Targets
Job Requirements: Please review and update-
Excellent written and oral communication skills
Strong Organizational Skills
Selling Skills
Ability to connect across age groups
Knowledge of Financial Markets and various asset classes
Strong Communication… and Interpersonal Skills
Experience in investment/financial services
Teamwork and Collaboration
Relationship Management
5-8 years of experience
Post-graduate qualification would be preferred
Outcomes: Need your help to build on this-
Essentially communicate the KRAs/KPI without sharing the nos., to avoid any ambiguity post joining. Need your help to build on this.
Good knowledge of Bank’s product offerings and service
Added new clients to bank
Source: LinkedIn
——————————————————————————
Tadawul Academy (www.tadawul.academy) is the highest rated CISI training academy in the world. Over 7000 students are enrolled on our eLearning platform. Our portfolio of qualifications includes: CISI ICWIM (Int. Certificate in Wealth and Investment Management), CISI UAE Financial Rules and Regulations, CISI Risk in Financial Services, CISI IISI (Int. Introduction to Securities and Investment), CISI Corporate Finance Technical Foundations, CISI Combating Financial Crime, CISI Global Financial Compliance, etc.