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05/09 Poonam Verma
Senior Relationship Manager at Waytogo

Views:230 Applications:57 Rec. Actions:Recruiter Actions:8

Director - Private Wealth Management - Bank (8-25 yrs)

Kolkata Job Code: 1310392

- Private Wealth Management provides financial advice to the most distinguished families in the country including 44% of India's top 100 families.

- Need to cater Ultra HNI .

Our products and services include a variety of financial advisory, banking and credit solutions for your personal and business requirements, like:

- Bespoke Investment Advisory backed by strong research and expertise across variety of asset classes

- Advisory Services that provides an 'Open Architecture Model' that provides you access to all the product manufacturers in the market.

- Customer Focused Approach that is completely aligned to your investment goals basis your risk profile

- Family Office Services advising multigenerational families on investments and a host of value-added services. Family Office also covers the established Estate Planning practice advising families on their complex estate and succession planning requirements .

- Banking Solutions with customised offering and access to exclusive banking benefits including a wide variety of credit products

Role Expectations :

- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.

- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.

- Acquire New Clients for the firm and also develop new territories.

- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients.

- Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioural skills.

- Deliver Sales Targets

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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