NR-Wealth-Wealth Management-Business Development
Kotak Mahindra Bank
Mumbai, Maharashtra, India, IN
2d ago

Job role :

  • Acquire new NR Wealth HNI clients (RV of 5 Cr +), identify their needs and deepen the relationship for their Banking requirements.
  • Work on revival for the Inactive / Dormant client base with appropriate strategy and focused approach.
  • Assisting WRM’s for deepening existing clients, client meetings and deals.
  • Products profile include Banking products such as NR SA / Term Deposits / FX.
  • Deliver Targets as per KRA’s.
  • Job requirements :

  • 12-15 years of experience in financial & banking industry with relevant experience in acquiring High Value accounts
  • Teamwork and Collaboration
  • Post-graduate qualification would be preferred
  • Ability to initiate and hold interactions with HNI Clients and deepen the relationships.
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