Job Title:
Relationship Manager - HNI
Company: Kotak Mutual Fund
Location: New delhi, Delhi
Created: 2026-04-15
Job Type: Full Time
Job Description:
Job RoleMeeting 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 RequirementsKnowledge of personal finance (Different Investments Avenue & Taxation)Detailed Understanding of financial products (Fixed Income & Equity products)Updated on Current AffairsExcellent communication skills.Should have knowledge of MS Office.Educational Qualifications & CertificationsPost-Graduation Compulsory (preferably MBA – Finance)NISM VA CompulsoryNISM XXIA Compulsory