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