Job Title:
Relationship Manager - HNI
Company: Kotak Mutual Fund
Location: Nagpur, Maharashtra
Created: 2025-09-24
Job Type: Full Time
Job Description:
Job Role- Meeting the Clients & developing Trust & relationship. - Customer interactive 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.Job Requirements- Knowledge of personal finance (Taxation, Deductions & Benefits) - Knowledge of financial products (Fixed Income & Equity products) - Updated on Current Affairs - Excellent communication skills. - Should have knowledge of MS Office.Educational Qualifications & Certifications- Post-Graduation Compulsory - NISM VA Compulsory - NISM XXIA CompulsoryGrowth & Opportunities- Be part of a growing channel - Networking opportunities with UHNI - Gain in depth knowledge of various Asset classes