Profile - Wealth RM

- 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 clients 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 clients explaining the types of financial services available, educate them about investment options and potential risks..
- Identify potential recent clients and work with them to build in 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.

Interested candidate send me your cv on mail - [email protected]

📌 Relationship Wealth Manager (Ahmedabad)
🏢 Kotak Securities (KSL)
📍 Ahmedabad