Roles & Responsibilities:
Some of the responsibilities will include:
- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.
- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.
- Acquire New Clients for the firm and also develop new territories.
- Increase AUM Book through cross selling products of bank and increasing wallet share
- Work with colleagues of other divisions of the bank to Cross Sell products and services to clients.
- Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioural skills. Deliver Sales Targets
