Relationship Manager - Wealth Management
ING Vysya is Now Kotak Mahindra Bank
- Do a Financial Needs Analysis and Risk Profiling for the customers in the portfolio.
- Design a investment portfolio and plan based on ING model portfolio’
- Periodic Portfolio reviews for all customers
- Cross‐Sell investments, life insurance, general insurance and SIP.
- Ensure all customers have a CASA for routing their investments
- Ensure all customers use the WMS platform wealth management system