Product Specialist - Private Banking_Kotak Private Banking_0465_8087_1065938

Kotak Mahindra Bank · Bengaluru

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).

Product Specialist - Private Banking