Wealth Manager Private Banking

Wealth Manager Private Banking

Electrobrain Modern Technologies private Limited

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banking/financial services

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 behavioral skills.

– Deliver Sales Targets