Job Description
KEY RESPONSIBILITIES
• 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 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
• 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 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
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Manager position is now open for candidates interested in the Bank Jobs 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 Bank Jobs is a plus.
