Private Banking Job Vacancies in Chennai

Job Role- PCG Elite SalesKey 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 clients 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) productsSkills 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.

Hiring for 3 Banking Executive Jobs in Chennai, with minimum 1 Year Experience,Required Educational Qualification is : Higher Secondary, B.A, B.C.A, B.B.A, B.Com, B.Sc, B.E, LLB, MBBS, Other Bachelor Degree with Good knowledge in Corporate Banking, Marketing, Microsoft Office, Bank Reconciliation, Banking Operations, Field Sales Executive, Agency Manager, Banking Executive, Walk in, Business Banking, Bank Accounting, Banking Sales, Private Banking, Branch Banking etc. candidate who have experience minimum one year, those candidates can apply. Company will give good salary and other benefits also.

Role Wealth Relationship ManagerResponsibilities1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile6. Should have at least 4 Years of experience handling Wealth Product Sales.Required candidature:1. Any Graduate / Postgraduate with relevant Experience.2. Good relationship management and service focus skills.3. Good communication and presentation skills.4. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.