Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Interviews

Home
>
Jobs in mumbai
>
Kotak Life Insurance
>
Product Specialist - Private Banking-Investment Counselors

Product Specialist - Private Banking-Investment Counselors

Kotak Life Insurance

6 - 8 years

|

8 - 13 Lacs

Posted:2 days ago| Platform:

Apply

Skills Required

financial planning private banking portfolio management performance analysis sales

Work Mode

Work from Office

Job Type

Full Time

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

More Jobs at Kotak Life Insurance

Sales Manager Mega Drive 09-May-25

Chennai

INR 2 - 7 Lacs

Associate Recruitment And Development Manager

Bhopal, Indore, Chandigarh

INR 1 - 4 Lacs

Recruitment Development Manager_ Kotak Life Insurance.

Rajahmundry, Vijayawada, Belgaum

INR 2 - 5 Lacs

Managing Partner For Kotak Life insurance Mega Walkin 09-May-25

Chennai

INR 2 - 6 Lacs

Premier Acquisition Manager-RL SALES-Sales

Mysuru

INR 3 - 5 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play

App Store

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Kotak Life Insurance

Insurance

Jaipur

RecommendedJobs for You

Product Specialist - Private Banking-Investment Counselors

Kotak Life Insurance

mumbai

Product Specialist - Private Banking-Investment Counselors

Kotak Life Insurance

mumbai

Sales Manager

hyderabad, telangana

Sales Manager

Varun Digital Media

hyderabad, telangana

Sales Manager

Bajaj Finserv Limited

pitampura, new delhi

Sales Manager

EKLAVYA PLACEMENTS.

bangalore

Mutual Fund Retail Sales For a CO in Trivandrum

One March India

thiruvananthapuram

Sales Manager

Bwise Solutions

chennai

Relationship Manager - Loan against Securities (LAS)

Anand Rathi Global Finance (ARGFL)

mumbai

Back Office Operations- Chennai - Only from Broking experience

chennai