Product Specialist - Private Banking Kotak Private Banking 0465 8087 1065938

Kotak Mahindra Bank·Bengaluru

Pay not stated6–8 yrsFull-time

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About the role

Manage financial planning of NRI 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 NRI clients to achieve increase in share of wallet.

What you'll do

Manage financial planning of NRI clients, identify their needs and provide them with suitable products and asset allocation
Build and deepen relationships with existing NRI clients to achieve increase in share of wallet
Assist RM in acquiring new
Drive sales of Financial products to suitable client portfolios through Private Banking team