1. Comprehensive Wealth Management: Designing integrated plans for wealth creation, preservation, and enhancement based on in-depth client risk profiling
2. Cross-Product Advisory: Showcasing and selling the entire product suite of Kotak Group, including Mutual Funds, PMS/AIF strategies, structured products, alternative assets, direct equity, and unlisted opportunities.
3. Portfolio Reviews: Conducting periodic performance reviews of client portfolios in collaboration with the internal product and research teams.
4. HNI Acquisition & Mining: Identifying potential wealthy clients to build robust financial relationships while continuously mining existing portfolios to expand total Asset Under Management (AUM).
5. Regulatory Compliance:
Ensuring absolute compliance with KYC, SEBI rules, and internal legislative frameworks governing financial markets.
Candidate Profile
- 3-12 years of relevant experience in Wealth Management, Private Banking, Broking, Investment Advisory, Asset Management, or a related financial-services business.