Kotak Mahindra Bank

PCG ELITE SALES Mumbai

Posted 3 Hours Ago

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In-Office

Mumbai, Maharashtra, IND

Entry level

In-Office

Mumbai, Maharashtra, IND

Entry level

Develop and manage private-client wealth strategies covering wealth creation, preservation, and enhancement. Analyze client profiles, recommend investment and financial solutions, present Kotak Group products, grow client assets, review portfolios periodically, and educate clients on investment options, risks, and available financial services.

The summary above was generated by AI

Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. Ø Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Ø Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Ø Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.

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