Job Description

Entity : Kotak Mahindra Asset Management Co. Ltd.

Job Role : Relationship Manager - Sales

Location : Pan- India (Mumbai, Bangalore , 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 Af...

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