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Company Name : Kotak Securities
Location : Kolkata, West Bengal
Position : PCG Elite RM
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. 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. Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks. Achieve revenue objectives as assigned by the organization.
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