Company : I Mates Consultants
Salary : ₹20,00,000 - ₹1,00,00,000 a year
Location : Maharashtra
Posted By: I Mates Consultants | Posted on: October 21, 2022
Scope of the Role: Acquire and Manage accounts of Business families/Entrepreneurs/ Employed professionals who can have an investable sum of USD 1 Million, products and services include a variety of financial advisory, banking and credit solutions for clients personal and business requirements.
> Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.
> Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.
> Acquire New Clients for the firm and also develop new territories.
> Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients.
> Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioural skills & Deliver Sales Targets
Ideal Candidate: Candidates with excellent wealth management knowledge with good Client base of at least 200 Cr wealth book can be an ideal client. Expecting HNI/UHNI Client base with at least 5 crore and above ticket size and not retail.