Position: - Private Banking - Investment Advisor
BU: Wealth Management
Organization: - Kotak Securities, HDFC-PBG
Education: Full-Time Graduate/Master's Degree
CTC: - Negotiable based on current salary and experience
Job Responsibilities -
- To profile and understand HNI & UHNI client's objectives and advice them on the right products.
- Manage and analyze clients' portfolios and update them on their performance.
- Develop rapport with clients interested in Investments in Capital Markets.
- Regularly connect with RMS to update them about market developments.
- Assist RMs with their appointments on Investment Deals.
- Products covered - Direct Equity, Mutual Funds, Portfolio Management Services (third party), Insurance, and Private Equity.
- Need to give advice on investment products (HNI & Ultra HNI clients)