Job description
Role & responsibilities
Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group.
Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.
Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.
Ensure client contactability at all times through regular connect with them in weekly/ monthly calls.
Resolves client queries for the managed book within the specified TAT.
Ensures high levels of customer service orientation and application of bank policy.
Informs customers of new products or product enhancements to further expand the banking relationship.
Plans and conducts special sales initiatives and events for prospective and existing clients.
Maintains complete relationship record for assigned customer accounts.
Endure adherence to all bank and regulatory Processes at all times.
Preferred candidate profile :
Aptitude to deliver high quality customer service by using organization and interpersonal skills.
NISM/IRDA/AMFI if any can be strongly preferred.
Fluent in communication skills, presentable and a quick grasping power.
Decision making skills with good sense of ownership-understanding the client requirements.
Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.
Banking/NBFC will be preferred with good portfolio management.
Experience: minimum 7-8 years of experience in relationship and portfolio management.
Graduation Qualification in any stream/ MBA preferred.
Interview Details
Date : 9th Oct’26 (Friday)
Time : 11:30 AM – 2:30 PM
Venue : 5th Floor, P.P Trade Centre, Netaji Subhash Place, New delhi-110034
Contact Person : Krishna Deo (Regional Manager) & Aatish Verma (HR)
Only relevant profiles will be considered.
Looking forward to meet you.
Regards
Kotak HR Team
Role: Retail & B2C Sales – Other
Industry Type: Banking
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Role Category: Retail & B2C Sales
Education
UG: Any Graduate
Key Skills
Skills highlighted with ‘‘ are preferred key skills
Portfolio Management
Saving Account, Mutual Funds, Cross Selling, Portfolio Management Services, Retail Liabilities, Third Party Products, Portfolio Analysis, HNI Client Handling, Wealth Management, HNI Sales, Ultra HNI, Retail Management, Current Account, Investment Products
Time and Venue
9th October , 11.30 AM – 2.30 PM
Venue : 5th Floor, P.P Trade Centre, Netaji Subhash Place, New delhi-110034
Contact – Krishna Deo (Regional Manager)
Tips for Attending Walk-In Interviews
Walk-in interviews are a golden opportunity for jobseekers to secure a job without the long wait of traditional interview processes. However, with many candidates competing for the same position, it's crucial to make a strong and positive impression. Here are some valuable tips to help you stand out and succeed in your next walk-in interview.
1. Do Your Homework
Even though walk-ins are often spontaneous, take time to research the company, its services, and the role you're applying for. This shows your genuine interest and helps you tailor your responses effectively.
2. Dress Professionally
Your appearance matters. Wear neat, formal attire that suits the job role. Clean shoes, groomed hair, and minimal accessories reflect your seriousness and professionalism.
3. Carry All Necessary Documents
- Updated Resume (Multiple Copies)
- Passport Size Photographs
- Educational Certificates
- Experience Letters (if any)
- Valid ID Proof
4. Be Punctual
Arriving early gives you time to settle in, observe the environment, and be mentally prepared. It also shows that you value the interviewer’s time.
5. Practice Your Pitch
Prepare a short and effective self-introduction. Be clear about your skills, career goals, and how you can add value to the company.
6. Stay Confident & Courteous
Maintain eye contact, offer a firm handshake, and listen actively. Confidence, without arrogance, creates a positive impression.
7. Follow Up
If you’re given a business card or email, don’t forget to send a thank-you message. It reflects professionalism and interest in the role.
By following these simple yet powerful tips, you can improve your chances of converting walk-in interviews into job offers. Good luck on your career journey!
