Investment Specialist-affluent-affluent-investment Counselors

Kotak

Mumbai, Maharashtra, India
Affluent client management
Investment strategy development
Client relationship management
This role focuses on providing investment counseling to affluent clients

Job Summary

  • This role focuses on providing investment counseling to affluent clients.
  • The position is a full-time, day shift opportunity.
  • The job is located in Mumbai, Maharashtra, India.

Matching Summary

This role focuses on providing investment counseling to affluent clients.

Skills & Requirements

Must-have

  • Affluent client management
  • Investment strategy development
  • Client relationship management

Nice-to-have

  • Financial market expertise
  • Wealth management advisory

Key Requirements

  • Bachelor's Degree

Work Rights

Not specified

Tailored Resume

Cover Letter