Associate Vice President
Kotak Securities Ltd.
مجموع سنوات الخبرة :12 years, 2 أشهر
Managing all big HNI and Ultra HNI individuals and Corporate portfolios. Managing their liquidity and business requirements through offering various finance and investment products. Month in month acquiring new clients and corporates for the company. Having knowledge of entire banking, finance and investment products. Client servicing, client relationship management and client satisfaction is my key job role.
Handling Priority and International HNI client for the bank. Generating revenue through advising Wealth Product like Mutual fund, PMS, CInsurance and various corporate fd's. Also helping client for there financial needs and requirements like Business loan, mortgage loan, personal loan, credit care, home Loans etc.
Managing private banking ultra HNI customer. Generating revenue through advising various financial and wealth product like mutual funds, POrtfolio management services, Alternative Investment Products and also offered if ticket loans. Businesses loan, mortgage loan etc.
Handdling HNI Client Of Wealth Management Branch.Servicing them, revenue generating through cross sell like Mutual Fund, Insurance(life&general), Gold, Private Equity, Reality Fund, Forex Inword &Outward Remittence, Travel Card, Traveler Cheque, etc. &also looking asset prodcut like Home Loan, Mortgage Loan, Car Loan, Personal Loan, Looking Capital Loan, CC Loan, Bank Guarantee, Leather Of Credit, Business Loan etc.and also looking liability side opening Wealth Savings&Current Accounts also.