6 Aif Strategies Jobs

Role & responsibilities 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 clients profile. 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. 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. Proactively advise ...

Role & responsibilities 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 clients profile. 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. 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. Proactively advise ...

Role & responsibilities 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 clients profile. 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. 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. Proactively advise ...

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Requirement Relevant experience in a acquiring and managing HNI & UHNI custome...

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI custome...

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI custome...