About the Role
We're looking for a driven Wealth Management professional to manage and grow private client relationships, delivering holistic wealth solutions across our full product suite.
Key Responsibilities
- Design integrated wealth plans covering creation, preservation, and enhancement for private clients
- Showcase Kotak Group's full product suite Mutual Funds, PMS/AIF, Structured Products, Alternate Assets, Direct Equity, Unlisted Opportunities, and Loan products
- Recommend tailored solutions in consultation with product & research teams; conduct periodic portfolio reviews
- Educate clients on financial services, investment options, and associated risks
- Identify and onboard recent clients, building long-term wealth management relationships
- Meet assigned revenue targets
- Ensure compliance with KYC/SEBI regulations
Requirements
- 6–8 years of experience in Wealth Management/Private Banking
- Postgraduate degree from a premier institute
- Self-starter with strong networking and relationship-building skills
- Customer-focused, target-driven, and highly organized
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