Location: Connaught Place, New Delhi / Time Tower Gurgaon
Department: PCG sales RM
Key Responsibilities:
- Manage and grow UHNI/HNI client wealth through customized investment solutions.
- Cross-sell Kotak Group products including Mutual Funds, PMS, AIF, Alternate Assets, Direct Equity, Unlisted Opportunities, and Loan Products.
- Provide investment advisory based on client risk profile and portfolio reviews.
- Build and maintain robust client relationships while acquiring new clients.
- Achieve revenue and business targets.
- Ensure compliance with KYC, SEBI, and regulatory guidelines.
Skills & Experience:
- 2-4 years of experience in Wealth Management or Private Banking.
- Postgraduate from a reputed institute.
- Strong client relationship, networking, and business development skills.
- Self-motivated, target-driven, and customer-focused.
- Excellent communication and portfolio management abilities.
NOTE - Please Mentioned CRC Saloni Vishwakarma on top of your resume while coming for an interview.