Product Specialist Private Banking Kotak Private Banking Investment Counselors

Year Delhi, India

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Job Role

Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation.
Detailed Performance analysis of client portfolios and periodical review the portfolio
Build and deepen relationships with existing HNI clients to achieve increase in share of wallet.
Assist RM in acquiring new
Drive sales of Financial products to suitable client portfolios

Job Requirements

6-8 years of experience in financial & banking industry with relevant experience in investments
High understanding of investment ideas across equity , fixed income and Alternates from a client suitability point of view
High understanding of investment products
Ability to initiate and hold interactions with HNI Clients and deepen the relationships.

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