6 - 8 years
3 - 4 Lacs
Posted:1 day ago|
Platform:
Work from Office
Full Time
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 newrelations customers." Drive sales of financial products to suitable client portfoliosJob 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.
PERSONALITY TRAITS & REQUIRED SKILLS:
Kotak Life Insurance
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