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Area Manager-Affluent_AFFLUENT_0127_1459_1094681

Area Manager-Affluent_AFFLUENT_0127_1459_1094681

Kotak Mahindra Bank Limited
Fresher
Not Disclosed
Early Applicant
  • Posted 12 hours ago
  • Be among the first 10 applicants

Job Description

Area Manager-Affluent

  • Strong client relationship management skills, with the ability to build trust and long-term engagement with affluent customers.
  • Sound understanding of banking products, wealth management solutions, and investment and insurance offerings.
  • Excellent communication, negotiation, and interpersonal skills to handle diverse client profiles and complex financial discussions.
  • Ability to analyze financial information, understand risk profiles, and recommend appropriate products and services.
  • Proactive sales orientation with experience in achieving targets and driving revenue growth in financial services.
  • High level of integrity, adherence to compliance standards, and familiarity with regulatory guidelines in banking and investment.
  • Bachelor's degree in finance, commerce, business, or a related field a post-graduate qualification or professional certification in finance/wealth management is an added advantage.

More Info

Key Skills

wealth management solutions

compliance standards

insurance offerings