Relationship Manager

Company Description

Kotak Mahindra Group, established in 1985, is one of India's leading financial services conglomerates. Kotak Mahindra Bank Limited, the flagship company of the group, received a banking license from the Reserve Bank of India in 2003, becoming the first non-banking finance company in India to become a bank. With a consolidated balance sheet of over 1 lakh crore and a net worth of 13,943 crore, the group offers a wide range of financial services including commercial banking, stock broking, mutual funds, life insurance, and investment banking. The group has a strong presence in India and international offices in London, New York, California, Dubai, and other locations.

Role Description

This is a full-time on-site role for a Relationship Manager at Kotak Mahindra Bank located in New Delhi. The Relationship Manager will be responsible for managing and nurturing relationships with clients, providing financial advice and solutions, identifying opportunities for cross-selling and upselling, and achieving sales targets. The Relationship Manager will also be responsible for conducting market research, analyzing customer needs, and presenting customized financial solutions.

Qualifications

• Excellent communication and interpersonal skills
• Strong knowledge of financial products and services
• Ability to build and maintain relationships with clients
• Experience in sales or relationship management
• Good understanding of market trends and customer preferences
• Analytical and problem-solving skills
• Target-oriented and result-driven
• Bachelor's degree in finance, business, or a related field
• Certifications such as NISM Series-V-A: Mutual Fund Distributors Certification and NISM Series-VIII: Equity Derivatives Certification will be an added advantage