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 communication skills.

Educational Qualifications & Certifications

• Post-Graduation Compulsory (preferably MBA – Finance)
• NISM VA Compulsory
• NISM XXIA Compulsory

Growth & Opportunities

• Be part of a growing channel
• Networking opportunities with UHNI
• Gain in depth knowledge of various Asset classes

…