PCG - Elite RM

4 weeks ago

ahmedabad, 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.

2. 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.

  • PCG - Elite RM

    1 month ago

    Ahmedabad, 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.2. 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...