Rahul Rai
Investment Specialist @Kotak Mahindra Bank
Signup · Get unlimited contacts
WORK HISTORY
Investment Specialist @Kotak Mahindra Bank
Mumbai, IN
Provide customized investment advisory across Mutual Funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs). • Assess client financial goals and risk appetite to recommend suitable investment strategies. • Conduct regular portfolio reviews to monitor performance and suggest rebalancing where needed. • Collaborate with relationship managers to enhance client engagement and drive wealth business. • Support branch-level investment penetration by promoting relevant products to Retails, HNI and affluent clients. • Ensure strict adherence to regulatory and compliance guidelines in all advisory activities. • Stay updated on market trends and product developments to provide informed recommendations.
EDUCATION
Mumbai University
High School
Smt.K.G Mittal College Mumbai University
Bachelor of Mass Media (BMM)
SKILLS
ABOUT RAHUL RAI
Ability to work hard and work under pressure -Good communication skills and team…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.