Company Description Kotak Mahindra Group is a diversified financial services conglomerate recognized for delivering innovative banking and investment solutions. Through its initiative Kotak Katha, the Group shares inspiring stories, business updates, and insights that highlight its culture, values, and impact.

This storytelling platform reflects Kotak’s commitment to transparency, informed decision-making, and meaningful engagement with customers and stakeholders. Potential team members can expect a workplace that values knowledge sharing, professional growth, and a robust sense of purpose.

Joining Kotak Mahindra

Group offers opportunities to contribute to a dynamic organization shaping the future of financial services.

Role Description The Wealth Partner role is a full-time position based in Hyderabad, structured as a hybrid role with a mix of in-office and work-from-home responsibilities. This role focuses on building and managing relationships with clients, understanding their financial goals, and recommending suitable wealth management and investment solutions.

Day-to-day responsibilities include conducting client meetings, reviewing portfolios, coordinating with internal product and research teams, and staying updated on market trends and regulatory requirements.

The Wealth

Partner will also support client onboarding, ensure high service standards,



and contribute to business growth through responsible cross-selling and upselling of relevant financial products. Collaboration, integrity, and adherence to compliance guidelines are essential in all client interactions and internal engagements.

Qualifications

- Strong relationship management and client service skills, with the ability to understand and address diverse financial needs.
- Sound knowledge of wealth management products, investment instruments, and basic financial planning concepts.
- Ability to analyze financial information, interpret market trends, and communicate insights clearly to clients.
- Effective communication and presentation skills, with proficiency in English and comfort interacting with a wide range of stakeholders.
- Self-motivated, organized, and able to work effectively in a hybrid environment, balancing on-site and remote responsibilities.
- Bachelor’s degree in finance, commerce, business, economics, or a related discipline; relevant certifications (such as NISM or CFP) are an advantage.
- Prior experience in wealth management, banking, or financial advisory services is preferred but not strictly mandatory.
- Commitment to ethical practices, regulatory compliance, and maintaining client confidentiality at all times.

📌 Welth Partner (Hyderabad)
🏢 KOTAK MAHINDRA GROUP
📍 Hyderabad