Management Trainee-kotak Private Banking-structured Solution

Kotak

New Delhi, Delhi, India
Full-time, onsite
Building and maintaining hni customer relationships
Conducting client portfolio reviews
Formulating and implementing sales plans
Kotak is seeking a Management Trainee for its Private Banking division, focusing on developing and managing relationships with high-net-worth individuals (HNI). The role requires building client portfolios, generating business, and ensuring high-quality customer service while adhering to banking regulations

Job Summary

  • Develop new and expand existing HNI customer relationships by profiling clients and matching opportunities to Kotak Group products and solutions.
  • Generate business across liabilities, assets, and fee products to sustain growth in relationship value, revenues, and client stickiness.
  • Ensure client contactability through regular weekly or monthly calls and resolve client queries within the specified turnaround time.

Matching Summary

Match Score: 75

Kotak is seeking a Management Trainee for its Private Banking division, focusing on developing and managing relationships with high-net-worth individuals (HNI). The role requires building client portfolios, generating business, and ensuring high-quality customer service while adhering to banking regulations.

Skills & Requirements

Must-have

  • Building and maintaining HNI customer relationships
  • Conducting client portfolio reviews
  • Formulating and implementing sales plans
  • Delivering high quality customer service
  • Resolving client queries within specified TAT

Nice-to-have

  • Strong decision making skills
  • Ability to work under pressure
  • Organizational and interpersonal skills
  • Experience with adaptive and technical challenges
  • Conducting special sales initiatives and events

Key Requirements

  • Experience in building and maintaining HNI customer relationships
  • Bachelor's Degree

Work Rights

Not specified

Tailored Resume

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