BENGALURU · FULLTIME
Product Specialist - Private Banking_Kotak Private Banking_0465_8087_1065938
Kotak Mahindra Bank Ltd..
Bengaluru · onsite · Posted 3d ago
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Section · 01
About this role
Product Specialist-NRI
- 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.
- Assist RM in acquiring new
- Drive sales of Financial products to suitable client portfolios through Private Banking team
- 6-8 years of experience in financial & banking industry with relevant experience in investments
- High understanding of NRI Clients across globe for Banking Solutions and Remittances ideas across equity , fixed income and Alternates from a client suitability point of view
- High understanding of investment products as a plus
- Ability to initiate and hold interactions with NRI Clients and deepen the relationships jointly with Private Banking Team (all 3 verticals).
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Section · 02
Skills
Alternate sPerformance analysis of client portfoliosRemittancesFixed IncomeInvestment ProductsAsset AllocationEquityFinancial Planning
Section · Company
About Kotak Mahindra Bank
Kotak Mahindra Bank Ltd..
Banking
60.4k+
employees
1985
41 years old
Mumbai, Maharashtra
India
₹7.9L PA avg
Avg at Kotak Mahindra Bank
About
From launching Kotak Mahindra Finance Ltd. in 1985 to becoming one of the country’s most trusted financial institutions today, it’s been quite a journey.
Industries
BankingFinancial Services
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