Wealth Manager

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.