Job Title: Branch Relationship Manager
Overview: 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.
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.
- 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.
- 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.
- 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.
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.
- Bachelor's 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.
Employement Category:Employement Type:
BFSI Role Category:
Sales / BD Functional Area:
Branch Relationship Manager
client relationship management