Job Role -
• Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.
• Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.
• Acquire New Clients for the firm and also develop new territories.
• Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients.
• Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioral skills.
• Deliver Sales Targets

Locations : Mumbai / Delhi / Bangalore