Job Description
Department - PCG - Private Client Group
Designations - Manager, Sr. Manager, AVP
Role - Wealth Manager (HNI Clients)
Location - Chennai, Coimbatore, Hyderabad, Bangalore and Kolkata
CTC Offered - From 8 Lacs 18 Lacs
Key Responsibilities
Minimum Exeperience Required - 4 Years - 15 Years
• Accountable for implementing an integrated plans which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis
• 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 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 in 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.
BASIC ELIGIBILITY
• Must be Graduate
• Must have a pre-existing AUM
• Experience - 5 to 20+ years in Wealth Management
• Candidate must have work experience in a Wealth management/Private Banking/Banking platform.
• Worked with HNI Clients and experience in on-boarding new clients.
• Should have good product knowledge and convincing skills.
Benefits And Incentives
• Performance linked incentives.
• Diverse products proposition, Banking and Non-Banking.
Interested Candidate can share their CV directly of [email protected] or can connect us on ++1 7703+45182
This job is provided by Shine.com
Designations - Manager, Sr. Manager, AVP
Role - Wealth Manager (HNI Clients)
Location - Chennai, Coimbatore, Hyderabad, Bangalore and Kolkata
CTC Offered - From 8 Lacs 18 Lacs
Key Responsibilities
Minimum Exeperience Required - 4 Years - 15 Years
• Accountable for implementing an integrated plans which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis
• 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 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 in 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.
BASIC ELIGIBILITY
• Must be Graduate
• Must have a pre-existing AUM
• Experience - 5 to 20+ years in Wealth Management
• Candidate must have work experience in a Wealth management/Private Banking/Banking platform.
• Worked with HNI Clients and experience in on-boarding new clients.
• Should have good product knowledge and convincing skills.
Benefits And Incentives
• Performance linked incentives.
• Diverse products proposition, Banking and Non-Banking.
Interested Candidate can share their CV directly of [email protected] or can connect us on ++1 7703+45182
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Manager |HNI Clients position is now open for candidates interested in the MIS Executive sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.
