Private Banker

Kotak Mahindra Bank is one of India's leading private sector banks offering comprehensive financial solutions across banking, wealth management, and investment services. With a strong focus on high-net-worth individuals, the bank's private banking division delivers customized financial strategies and personalized service. Kotak is recognized for its innovation, customer centricity, and consistent financial performance.

The Private Banker will manage relationships with ultra-high-net-worth clients, providing tailored wealth management solutions including portfolio management, estate planning, and exclusive banking services. This role demands exceptional relationship management skills, deep financial market knowledge, and the ability to deliver white-glove service to discerning clients. The position offers significant autonomy and growth potential within the wealth management division.

• Acquire and manage relationships with UHNI clients with assets under management exceeding ₹25 crores
• Develop comprehensive wealth management strategies including investments, tax planning, and estate planning
• Provide customized solutions across asset classes including equities, fixed income, structured products, and alternative investments
• Achieve revenue targets through fee income, interest spreads, and cross-selling of banking products
• Collaborate with product specialists, investment advisors, and tax consultants to deliver holistic financial solutions
• Organize exclusive client events, market updates, and networking opportunities for high-value clients

• MBA in Finance or CA/CFA qualification mandatory
• Minimum 7 years of experience in private banking, wealth management, or relationship management for HNI/UHNI clients
• Proven track record of managing client portfolios worth ₹100+ crores
• Deep understanding of financial markets, investment products, and regulatory frameworks
• Strong existing network of high-net-worth individuals in Mumbai
• Excellent communication, presentation, and negotiation skills
• NISM certifications (Series V-A, X-A, X-B) mandatory

• Competitive package between ₹18L – ₹24L per annum
• Manage marquee clients and deliver sophisticated wealth management solutions
• Hybrid work model with access to exclusive client engagement platforms
• Performance-based incentives and comprehensive benefits package
• Clear progression path to senior leadership roles in wealth and private banking

This opening is not listed on any public job portal. It is a verified internal opportunity exclusively accessible through the website careerjump.co.in and directly apply to this job role. They also have similar job openings posted daily on their website. You can also join their WhatsApp Community for daily updates on verified internal job openings.