Entity : Kotak Mahindra Asset Management Co. Ltd.Job Role : Relationship Manager - SalesLocation : Pan- India (Mumbai, Bangalore , 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 communication skills.Educational Qualifications & Certifications- Post-Graduation Compulsory (preferably MBA – Finance) - NISM VA Compulsory - NISM XXIA CompulsoryGrowth & Opportunities- Be part of a growing channel - Networking opportunities with UHNI - Gain in depth knowledge of various Asset classes
Job Title
Relationship Manager - HNI