Kshitij Shukla
Elite Relationship Manager @Kotak Mahindra Bank
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WORK HISTORY
Elite Relationship Manager @Kotak Mahindra Bank
Bengaluru, IN
Cultivated and Managed portfolios of high-net worth clients-Providing tailored investment strategies and financial advice-Conducted comprehensive financial analysis to understand client’s needs & risk profile-Developed and implemented customized wealth management plans, aligned with client’s\' goals and objectives-Collaborated with different AMCs & product teams provide a wide range of financial solutions, investment management, retirement planning, tax strategies-Proactively monitored market trends and economic indicators to identify investment opportunities and adjust clients\' portfolios accordingly-Reviewed portfolio performance, assessed risk levels, and provided regular reports to clients, highlighting progress, and recommending adjustments when necessary-Built and maintained strong relationships with clients, ensuring their satisfaction and long-term loyalty in both product and service terms-Actively participated in business development activities, including client acquisition and networking events-Formulate outbound and inbound sales plan to acquire new HNI Clients to increase the customer base.
EDUCATION
Christian College of Engineering and Technology Bhilai.
BE - Bachelor of Engineering
Sri Balaji University,Pune
PGDM
ABOUT KSHITIJ SHUKLA
Currently I am working as an Elite Relationship Manager in Kotak Mahindra Bank. The roles includes Investment advisor, Financial Consultant, Sales, Relationship Management, Customer service. We deal with the high end customers; consult & advise them to make the best financial planning. I also have work experience with real estate sector & a B2C service based firm were I was in Business Development, Cold Calling, Lead Generation, Sales & Research.
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