Roles and Responsibilities

- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire recent clients and grow existing ones.

- Identify opportunities to deepen relationships through cross-selling of products like Insurance, Retail Assets, Business Banking, Forex, etc.

- Develop and maintain a strong understanding of client needs to provide tailored solutions for their wealth management requirements.

- Collaborate with internal teams such as Sales, Products, Operations, and Research to deliver exceptional service to clients.

- Stay updated on market trends and economic indicators to make informed decisions when dealing with clients' investments.

Desired Candidate Profile

- 2-5 years of experience in Wealth Management or related field.

- Strong knowledge of Equity markets and Portfolio Management Services (PMS).

- Ability to work independently with minimal supervision while meeting targets set by the organization.

- Excellent communication skills with ability to build rapport with high net worth individuals.

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