PCG - Cat 2 - Team member - West
Kotak Securities · Bandra Kurla Complex, Mumbai, Maharashtra, India
About The Role
Key Responsibilities: Program & Proposition Development: Design and refine wealth propositions tailored to Ultra-HNI, HNI & affluent segments. Support rollout of new platforms and digital tools to enhance client experience and Wealth RM productivity. Marketing & Campaign Execution: Collaborate with marketing to conceptualize and launch campaigns for HNI & affluent clients. Launch channel campaigns & Track performance & share actionable insights Channel & Stakeholder Management: Engage with internal stakeholders including PCG Sales, Bank Channel, Business Solutions & BIU to ensure alignment and adoption of initiatives. Drive execution of key tasks and ensure timely delivery across teams. · Follow industry and company policies to maintain regulatory compliance · Identify growth opportunities and recommend strategies · Provide regular sales and market trend reports Training & Enablement: Partner with the training team to design and implement training plans that support relationship managers. Monitor training effectiveness and recommend improvements.
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