We are basically looking for candidates from Wealth Management handling HNI or Ultra HNI clients Candidates from Mumbai only should apply Position Title-Relationship Manager (Sales) Grade / Level- AVP / DVP / VP / SVP Department - PCG Elite Location-Mumbai Position reporting to- Team Lead No of Direct Reports-Individual Contributor 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, Alternative 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 &amp; 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. Job Requirements Qualifications- - Graduate + MBA from Tier 1 / Tier 2 Institutes - 8 - 10 years work ex with 2 - 5 yrs exp in direct selling in Ultra HNI segment Functional Competencies - Sound understanding of Capital Markets + Third-party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on. Behavioral Competencies - Very strong communication &amp; presentation skills. - Must have good existing HNI / Ultra HNI client relationships in the market. - Must be a self-starter, proactive passionate &amp; target oriented. - Must possess strong networking &amp; relationship building skills

Mumbai

Relationship Manager -  Wealth Management - PCG Elite Sales - Bank  

Relationship Manager -  Wealth Management - PCG Elite Sales - Bank   ,Job Description for Relationship Manager -  Wealth Management - PCG Elite Sales - Bank   in Armour Corporate Services in  Mumbai for (7-12) years of experience. Apply Now!

Job Description for Relationship Manager -  Wealth Management - PCG Elite Sales - Bank   in Armour Corporate Services in  Mumbai for (7-12) years of experience. Apply Now!