Job RoleMeeting 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 RequirementsKnowledge of personal finance (Taxation, Deductions & Benefits)Knowledge of financial products (Fixed Income & Equity products)Updated on Current AffairsExcellent communication skills.Team Player.Result oriented.Open to learn.Should have knowledge of MS Office.Educational Qualifications & CertificationsPost-Graduation Compulsory NISM VA CompulsoryNISM XXIA (preferred)Growth & OpportunitiesBe part of a growing channelNetworking opportunities with UHNIGain in depth knowledge of various Asset classesBenefitsTo work with the highest bonus paying AMC in India

Kotak AMC | Sales - Banking Channel Department: Sales- Banking Channel Location Mumbai (Western Line) Position/ Grade Senior Relationship Manager Job Role Administer & manage Private Banking business, Sales, and performance. Identify new potential areas for expansion and accelerating its development. Managing and training the team as well as the distributers Plan, develop and implement business strategies for overall growth of the area allocated & the distributers in that area, with the objective of improving sales and enabling business expansionUnderstanding the business model & mobilizing sales accordingly.Relationship management and brand building exercises that enhance visibility and goodwill.Planning & executing activities/tie-ups to drive sales through respective channel.Enlarge the scope of existing relationships and penetrate deeper in the channel.Proactively cultivate new business and uncover sales opportunities within the geographic territory.Updating Distributors of financial markets, Mutual Fund product & services.Maintain superior sales support & services for higher market share.Proven track record of client value creationExemplary communication and client engagement skills Educational qualificationsNISM certified MandatoryGraduate/ MBACandidates who are currently residing in Mumbai will be preferred.

Job RoleEngaging with distributors (IFA / Banks / NDs) to garner sales.Manage direct selling to cater to the HNI customers in the area.Leverage on market opportunities and develop new client relationships and accountsIdentify & empanel new IFA in the area.Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RMs in that area, with the objective of improving sales and enabling business expansionEnlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active DistributorsHandle branch IR & DS activities with the help of office staff / trainee Relationship management and brand building exercises that enhance visibility and goodwillJob Requirements3 years of relevant selling experience.Proven track record of client value creationExemplary communication and client engagement skillsDomain knowledge of investments / mutual funds necessary.Educational QualificationsMBA/PGDM Finance and/or MarketingThe candidate must have good communication & presentation skills.The candidate should have experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products.The ideal candidates should have knowledge of Capital Markets & value creation for clients.Self-starter, proactive & target oriented behaviour will be appreciated.AMFI certified – NISM VA