Product Specialist
Posted 14 Oct 2026
Advertised as “Product Specialist - Private Banking_Kotak Private Banking_0465_8087_1065938”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 6–8 yrs
- Management level
- Individual contributor
Compensation
No salary listed for this role.
Role speciality
Investment ProductsNRI Client Financial PlanningPrivate Banking
Product Specialist-NRI
- Manage financial planning of NRI clients, identify their needs and provide them with suitable products and asset allocation.
- Detailed Performance analysis of client portfolios and periodical review the portfolio
- Build and deepen relationships with existing NRI clients to achieve increase in share of wallet.
- Assist RM in acquiring new
- Drive sales of Financial products to suitable client portfolios through Private Banking team
- 6-8 years of experience in financial & banking industry with relevant experience in investments
- High understanding of NRI Clients across globe for Banking Solutions and Remittances ideas across equity , fixed income and Alternates from a client suitability point of view