Product Specialist - Private Banking-Kotak Private Banking-Investment Counselors
Kotak Mahindra Bank
6 - 8 years
Mumbai
Posted: 3/18/2025
Job Description
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.
About Company
Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.
Services you might be interested in
One-Shot Campaign
Reach out to ideal employees in one shot!
The intelligent campaign for reaching out to the ideal audience to whom you can ask for help (guidance or referral).