Director - Private Wealth

- 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 behavioural skills.

- Deliver Sales Targets.