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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