Department Wealth Channel Designation Manager Affluent Client Relations Years of Exp 3 to 7 yrs Roles Work closely with the branch team to reach out to high priority and affluent clients Understand client needs and offer comprehensive wealth management solutions including investments insurance Portfolio Management Alternative Investment and structured products Achieve AUM and revenue targets through crossselling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines Keep updated on market trends investment products and global financial news Proactively identify recent business opportunities within existing and potential clients Participate in marketing and client engagement events Key Skills Competencies Strong understanding of financial markets investment products and wealth management principles Excellent communication interpersonal and relationshipbuilding skills Ability to identify client needs and provide customized solutions Salesdriven with a focus on providing excellent customer service Qualifications Masters degree in Finance Business Administration Economics or related field CFA CFP is an added advantage Relevant certifications as per regulatory requirements e g AMFI IRDA NISM etc 3 to 7 years of experience in wealth management private banking or financial advisory roles Track record of managing affluent HNW client relationships and achieving sales targets Performance Metrics AUM Assets Under Management growth Revenue generation investment income insurance income etc Client retention rate New client acquisition Compliance and risk adherence Interested and Eligible candidates can share their CVs to the Email ID Email Address hidden email Contact hidden mobile

📌 Manager Affluent Client Relations (Mumbai)
🏢 Executive Search Consultant Hiring For Kotak Securities
📍 Mumbai