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 Banking|Investment Counselors 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.
