Mohit Tripathi

Senior Manager- Privy League - Regional Sales @Kotak Mahindra Bank

Kanpur, IN

Investment BankingWealth managers provide financial advice to high-net-worth individuals, families, and organizations. Their duties include: Financial planningCreating personalized financial plans for clients, including investment planning, retirement planning, and tax optimization Portfolio managementManaging investment portfolios, making investment decisions, and monitoring asset performance Client relationshipsBuilding and maintaining strong client relationships ResearchConducting research and analysis of investments, tax laws, and other financial matters CollaborationCollaborating with internal teams to coordinate complex financial transactions NetworkingParticipating in industry conferences and seminars to expand knowledge and network with potential clients Tax planningMinimizing tax liabilities through tax-efficient investments Estate planningDeveloping and implementing estate plans, including wills, trusts, and other asset protection strategies Develops new and expands existing High Net worth and UHNI Customer relationships for liabilities by sourcing category - A priority customer- Sources new bank customers through external individual efforts and acquisition channel- Ensures high levels of customer service orientation and application of bank policy- Cross sells bank products to existing set of customers- Informs customers of new products or product enhancements to further expand the banking relationship- Plans and conducts special sales initiatives and events for prospective and existing clients- Coordinates with other group companies to provide seamless access to other products- Maintains complete relationship record for assigned customer accounts.

National Institute of Securities Markets (NISM)

Nism certification

Gautam Buddha University

Master of Business Administration - MBA

JAGRAN COLLEGE OF ARTS, SCIENCE & COMMERCE, JUHI,

BBA