Posted:3 days ago|
Platform:
Work from Office
Full Time
Accountable for implementing an integrated plan whichaddresses wealth creation, wealth preservation and wealth enhancement forprivate clients achieved through an in-depth analysis of the clients profile.
Showcase entire product suite of Kotak Group toexisting clients and growing their assets across Mutual funds, PMS/AIFstrategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunitiesand Consumer or Business Asset/Loan products.
Deliver solutions to clients based on their investmentprofile in consultation with product research team. Periodic review ofclient portfolios in accordance with established procedures and/or timelines.
Proactively advise and consult with the clientsexplaining the types of financial services available, educate them aboutinvestment options and potential risks.
Identify potential new clients and work with them tobuild up a relationship with the goal of managing their wealth.
Achieve revenue objectives as assigned by theorganization.
Comply with KYC/SEBI rules, regulations, andlegislation governing the financial services industry.
Kotak Securities (KSL)
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