Product Specialist - Private Banking

6 - 8 years

2 - 6 Lacs

Posted:1 day ago| Platform: Naukri logo

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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.
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    Kotak Life Insurance

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    Jaipur

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