Private Bank Jobs in Delhi for Freshers

  • Full Time
  • Delhi, India
  • Applications have closed

Kotak Mahindra Bank

Relationship Manager – HNI-Kotak Private Banking-Relationship Manager

Full Job Description

Job Role


  • Data Acquisition
    • Using publicly available resources like internet and directories
    • Using existing social/professional network to generate references
    • Area mapping for generation of Databases for ultra HNIs and mid sized corporate
  • Data Mining
    • Study existing databases to figure out possible prospects
    • Liaise with other group/non group entities to generate future business
  • Prospect Ownership
    • Schedule meeting of attached RM with the prospects
    • Update the same on CRM systems
    • Accompany RM for these meetings
    • End to end follow up with the RM till conversion

Job Requirements

  • Excellent written and oral communication skills
  • Selling Skills
  • Proficient in Microsoft Applications – Excel, Word & PowerPoint
  • Experience in investment/financial services industry
  • Teamwork and Collaboration
  • Relationship Building