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Kotak Mahindra Bank

PCG Dealer

Kotak Mahindra Bank · Mumbai, Maharashtra · Posted 3 months ago · Accounting & Finance Jobs

About this role

Description 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 clients profitability To have clear focus on client mining To conduct regular Client Meetings & update the same in the meeting tracker …

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