Department - Wealth Channel

Designation: Manager - Affluent Client Relations

Years of Exp: 3 to 7 yrs

Roles:

1. Work closely with the branch team to reach out to high priority and affluent clients.

2. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.

3. Achieve AUM and revenue targets through cross-selling investment products to exiting clients

4. Ensure high standards of client servicing and compliance with internal and regulatory guidelines.

5. Keep updated on market trends, investment products, and global financial news.

6. Proactively identify recent business opportunities within existing and potential clients.

7. Participate in marketing and client engagement events.

Key Skills & Competencies:

1. Strong understanding of financial markets, investment products, and wealth management principles.

2. Excellent communication, interpersonal, and relationship-building skills.

3. Ability to identify client needs and provide customized solutions.

4. Sales-driven with a focus on providing excellent customer service.

INTERESTED cANDIDATE KINDLY SEND ME YOUR CV ON MAIL -

[email protected]

📌 Walk-in || Wealth Executive (Mumbai)
🏢 Kotak Securities (KSL)
📍 Mumbai