Hiring For PCG Elite Wealth Manager

Job Role- PCG Elite Sales

Key responsibilities and accountabilities

 Accountable for implementing an integrated plan which addresses wealth creation,

wealth preservation and wealth enhancement for private clients achieved through

an in-depth analysis of the client’s profile.

 Showcase entire product suite of Kotak Group to existing clients and growing their

assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct

Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.

 Deliver solutions to clients based on their investment profile in consultation with

product & research team. Periodic review of client portfolios in accordance with

established procedures and/or timelines.

 Proactively advise and consult with the clients explaining the types of financial

services available, educate them about investment options and potential risks.

 Identify potential new clients and work with them to build up a relationship with the

goal of managing their wealth.

 Achieve revenue objectives as assigned by the organization.

 Comply with KYC/SEBI rules, regulations, and legislation governing the financial

services industry.

should be capable pf bringing wealth AUM book in 3-6 months- (MF/PMS/ AIF) products

Skills required

 6 - 8 years relevant work experience in a Wealth management/Private Banking

platform.

 Post graduate from a premier institute.

 Self-starter, proactive & target oriented.

 Strong networking & relationship building skills.

 Well organized, customer-service oriented, and driven by a desire to consistently

achieve top results.

• Experience

  6 - 8 Years

• No. of Openings

  3

• Education

  Post Graduate

• Role

  PCG Elite Wealth Manager

• Industry Type

  Accounting / Finance

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office