Role : Wealth Manager (HNI Clients) Key Responsibilities: Minimum Experience Required : 4 Years - 15 Years Responsibilities: - 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 Post Graduate or 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.

Gandhinagar

Rajkot

Others

Wealth Manager 

Job Description for Wealth Manager  in AVE-Promagne Business Solutions in  Gandhinagar Rajkot Others for (4-15) years of experience. Apply Now!