Neo Elite Sales PCG

<p class="Default" style="margin-top:0cm;margin-right:0cm;margin-bottom:1.45pt;margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Wingdings;" xml:lang="en-us">Ø<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">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.</span></p> <p class="Default" style="margin-top:0cm;margin-right:0cm;margin-bottom:1.45pt;margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Wingdings;" xml:lang="en-us">Ø<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">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.</span></p> <p class="Default" style="margin-top:0cm;margin-right:0cm;margin-bottom:1.45pt;margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Wingdings;" xml:lang="en-us">Ø<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.</span></p> <p class="Default" style="margin-top:0cm;margin-right:0cm;margin-bottom:1.45pt;margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Wingdings;" xml:lang="en-us">Ø<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.</span></p> <p class="Default" style="margin-top:0cm;margin-right:0cm;margin-bottom:1.45pt;margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Wingdings;" xml:lang="en-us">Ø<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.</span></p> <p class="Default" style="margin-top:0cm;margin-right:0cm;margin-bottom:1.45pt;margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Wingdings;" xml:lang="en-us">Ø<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Achieve revenue objectives as assigned by the organization.</span></p> <p class="Default" style="margin-top:0cm;margin-right:0cm;margin-bottom:1.45pt;margin-left:36pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Wingdings;" xml:lang="en-us">Ø<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-family:Calibri, sans-serif;" xml:lang="en-us">Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.</span></p>