Company Name - Kotak Securities Limited

Position - Wealth Relationship Manager

Location - Delhi

Work exp- Minimum 2 Years

Salary - uptp 8 LPA

Role Purpose Manage and grow relationships with affluent and wealth clients by offering investment solutions, increasing assets under management (AUM), and achieving business targets.

Key Responsibilities
Sell equity-based investment products to wealth clients.
Build and maintain relationships with High Net Worth Individuals (HNIs) and affluent customers.
Generate current business and maximize revenue through client acquisition and cross-selling.
Work closely with the Wealth team to ensure clients actively trade and invest.
Service existing clients and generate referrals from the current customer base.
Understand clients' financial goals and recommend suitable investment solutions.




Achieve monthly and quarterly sales and revenue targets.
Ensure compliance with regulatory and company policies while handling client portfolios.

Preferred Candidate Profile
Graduate (MBA/PGDM preferred).

Strong knowledge of:
Equity Markets
Mutual Funds
PMS/AIF
Insurance and other wealth products
Excellent communication, presentation, and relationship management skills.
Self-driven, target-oriented, and proactive.
Solid networking and client acquisition abilities.

Key Performance Indicators (KPIs)
Recent client acquisition
Assets Under Management (AUM) growth
Revenue generation
Cross-selling of investment products
Client retention and satisfaction
Achievement of sales targets

📌 Wealth Manager Delhi (India)
🏢 Veerwal Getwork Services
📍 India