Roles and Responsibilities

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