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PCG - Elite RM

3 months ago

India Kotak Mahindra Bank Full time
1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.

  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
3. Will be responsible for primarily selling Equity based investment products.

4. Cross-Sell of Third party products like Mutual Funds, Assets (from KMBL), Bonds, PMS & Structured products.