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Branch Relationship Manager

2.00 to 7.00 Years   Bangalore   01 Dec, 2023
Kotak Mahindra Bank Limited
Job LocationBangalore
EducationNot Mentioned
SalaryRs 2.5 - 6 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job Title: Branch Relationship ManagerOverview: We are looking for an experienced Branch Relationship Manager to join our team at Kotak Mahindra Bank. The ideal candidate should have a strong background in portfolio management within the private banking sector, coupled with exceptional relationship-building skills and a client-centric approach.Responsibilities:
    1. Client Relationship Management:
      • Manage a portfolio of high-net-worth clients, providing personalized financial advice and services.
      • Develop and nurture strong relationships with clients, understanding their financial goals, and providing tailored solutions.
    2. Portfolio Management:
      • Oversee the investment portfolios of assigned clients, ensuring alignment with their risk tolerance and investment objectives.
      • Continuously monitor and analyze market trends, investment performance, and portfolio allocation.
    3. Business Development:
      • Identify opportunities to expand the client base and grow assets under management.
      • Collaborate with internal teams and leverage networking to acquire new clients and business opportunities.
    4. Financial Advisory:
      • Provide comprehensive financial advice on a range of investment products, including equities, fixed income, mutual funds, and alternative investments.
      • Conduct regular portfolio reviews and discussions with clients to optimize their investment strategies.
    5. Compliance and Regulations:
      • Ensure compliance with regulatory standards and internal policies governing private banking activities.
      • Stay updated on industry regulations and market changes affecting client portfolios.
    Requirements:
    • Bachelors degree in Finance, Business Administration, or a related field.
    • Minimum of 2 years of experience in portfolio management within a private banking environment.
    • Proven track record of managing high-net-worth client portfolios and achieving business targets.
    • Strong knowledge of investment products, financial markets, and wealth management strategies.
    • Excellent communication and presentation skills.
    • Client-focused approach with a commitment to delivering exceptional service.

Keyskills :
business developmentclient relationship managementrelationship managementportfolio managementbanking

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