Kotak Mahindra Bank Recruitment 2023

Kotak Mahindra Bank is looking for a Financial Planner to join our growing team and help our clients achieve their financial goals. The ideal candidate will have a strong understanding of financial planning principles and experience in developing and implementing financial plans. You will be responsible for working with clients to assess their financial situation, identify their goals, and develop and implement financial plans to help them achieve those goals. You will also be responsible for providing ongoing financial advice and support to your clients.

Kotak Mahindra Bank Careers

Responsibility

• Meet with clients to assess their financial situation and identify their goals
• Develop and implement financial plans to help clients achieve their goals
• Provide ongoing financial advice and support to clients
• Conduct research on financial products and services
• Stay up-to-date on the latest financial planning trends and best practices