Product Specialist - Private Banking_Kotak Private Banking_0465_8087_1065938

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).