Product Specialist - Private Banking_Kotak Private Banking_0465_8087_1065938
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Skills
asset allocationfinancial managementfixed income
About the 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).