Kotak Wealth Management• Managing and maintaining existing accounts through excellent client service – for HNI & UHNI Segment• Executing Investment and Banking Transactions• Executing deals for PMS, AIF and Structured Products • Researching and initiating corrections in transactions and/or account errors• Review client portfolios with RM for improvement in services• Liaising with operations/products teams, group service providers and dealers on client requirements• Initiating client contact via phone/meetings for periodic portfolio reviews, Banking and Investment requirements to support RM for relationship strengthening and maintaining Service Quality• Ensuring regular maintenance of Regulatory and Compliance requirements by updating Risk Profiles, REKYC, AML and family mapping of all clients• Fulfilling Internal Audit and Internal control requirements• Cross selling of Savings Accounts and addition of Hooks (i.e. Bill Pay, Auto Pays, ASBA, Digital Activation etc.)• Handling of NRI clients for all his banking requirements• Pro-activeness in enhancing existing processes & controls

Kotak Wealth Management• Managing and maintaining existing accounts through excellent client service – for HNI & UHNI Segment• Executing Investment and Banking Transactions• Executing deals for PMS, AIF and Structured Products • Researching and initiating corrections in transactions and/or account errors• Review client portfolios with RM for improvement in services• Liaising with operations/products teams, group service providers and dealers on client requirements• Initiating client contact via phone/meetings for periodic portfolio reviews, Banking and Investment requirements to support RM for relationship strengthening and maintaining Service Quality• Ensuring regular maintenance of Regulatory and Compliance requirements by updating Risk Profiles, REKYC, AML and family mapping of all clients• Fulfilling Internal Audit and Internal control requirements• Cross selling of Savings Accounts and addition of Hooks (i.e. Bill Pay, Auto Pays, ASBA, Digital Activation etc.)• Handling of NRI clients for all his banking requirements• Pro-activeness in enhancing existing processes & controls

Project Title: Fundamental Analysis of Indian Banks using CAMEL methodologyObjective: • To compare performance of Public sector and Private sector banks• To Rank each bank on the basis of the findings of the CAMEL Methodology evaluations• To analyse Indian Banking sector in terms of operational efficiency and strengths

• Record financial data in Microsoft Excel and Tally• Finalize Financial Statements and file Income Tax Return• Advise clients on Financial Products and suggest Investment options