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AVP at Kotak mahindra bank
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Kotak Mahindra Bank - Investment Counsellor (2-7 yrs)
Investment Counsellor
We are looking for Investment Counsellor with one of the leading banks for Delhi/NCR
Experience : 2-7 Years
Job Description :
- IC typically caters to top 30% of RM's client base
- ICs role is to understand client's risk appetite and needs of a client. Due to the better understanding of markets & products, IC helps RM provide appropriate solutions
- IC helps drive business/sales on monthly based on discussion with RMs
- IC works closely with the product team to understand various product offerings and how it can be positioned in client portfolios
- Regular client/prospect meeting incl. corporates
- Preparing holistic portfolio analytics presentation for clients/prospects
- Preparing customised plans which include Investment Plans, Retirement Plans etc
- Role is to do farming i.e increasing wallet share by providing value add with clients
- To undertake research & above activities various tools such as Bloomberg, Reuters, CRISIL Research, ICRA, Capitaline etc are being used
- Close coordination with various teams within the bank for interest rate and macroeconomic inputs
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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