Job Role- PCG Elite Sales

Key responsibilities and accountabilities

 Accountable for implementing an integrated plan which addresses wealth creation,

wealth preservation and wealth enhancement for private clients achieved through

an in-depth analysis of the client’s profile.

 Showcase entire product suite of Kotak Group to existing clients and growing their

assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct

Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.

 Deliver solutions to clients based on their investment profile in consultation with

product & research team. Periodic review of client portfolios in accordance with

established procedures and/or timelines.

 Proactively advise and consult with the clients explaining the types of financial

services available, educate them about investment options and potential risks.

 Identify potential new clients and work with them to build up a relationship with the

goal of managing their wealth.





 Achieve revenue objectives as assigned by the organization.

 Comply with KYC/SEBI rules, regulations, and legislation governing the financial

services industry.

should be capable pf bringing wealth AUM book in 3-6 months- (MF/PMS/ AIF) products

Skills required

 6 - 8 years relevant work experience in a Wealth management/Private Banking

platform.

 Post graduate from a premier institute.

 Self-starter, proactive & target oriented.

 Solid networking & relationship building skills.

 Well organized, customer-service oriented, and driven by a desire to consistently

achieve top results.

- Experience

6 - 8 Years

- No. of Openings

3

- Education

Post Graduate

- Role

PCG Elite Wealth Manager

- Industry Type

Accounting / Finance

- Gender

[ Male / Female ]

- Job Country

India

- Type of Job

Full Time

- Work Location Type

Work from Office

📌 Hiring For PCG Elite Wealth Manager (Chennai)
🏢 Talent Zone Consultant
📍 Chennai