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
• 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
💡 Quick Summary
Seeking a career-building opportunity? The Product Specialist | Private Banking|Kotak Private position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
