Product Specialist - Private Banking-Kotak Private Banking-Investment Counselors

Conduct client meetings to discuss investment strategies and portfolio management for Kotak Private Banking clients. Prepare and deliver presentations on market analysis, asset allocation, and financial products tailored to high-net-worth individuals. Maintain accurate records of client interactions and update investment advisory notes within the firm's CRM system. Collaborate with relationship managers to ensure timely delivery of personalized financial solutions and address client inquiries regarding wealth management services.