Alternate Channel*KMBL*N.A.-Dealer - I
Kotak Mahindra Bank · Surat, Gujarat · Posted 10 months ago · Accounting & Finance Jobs
About this role
Description Job Role · To ensure active management of clients & achieve the target active AUM · To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options · To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio · To achieve healthy revenues without compromising on client profitability · To have clear focus on client mining · To conduct regular Client Meetings & update the same in …
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