Pcg Elite Sales Kolkata
Job Description
: Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile. a~ Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. a~ Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. a~ Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.
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Job Detail
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Job IdJD2972685
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKolkata, West Bengal, India
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EducationNot mentioned
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ExperienceYear