Relationship Manager - HNI

Entity : Kotak Mahindra Asset Management Co. Ltd.

Job Role : Relationship Manager - Sales

Location : Delhi

Job Role

• Meeting the UHNI / Family Office Clients & developing Trust & relationship.
• Customer interactive role (B2C role) with Portfolio Management experience.
• Portfolio/Investment Engineers, who can help in designing portfolios.
• Advice and suggesting different investment avenues to HNI clients.
• Acquiring and catering to new HNI clients.
• Growing the existing AUM book size.
• Products- Mutual Fund/ PMS/AIF / SIF.

Job Requirements

• Knowledge of personal finance (Different Investments Avenue & Taxation)
• Detailed Understanding of financial products (Fixed Income & Equity products)
• Updated on Current Affairs
• Excellent communicat...

Ready to Apply?

Submit your application today and join our talented team at Kotak Mutual Fund.