Wealth Manager (HNI Clients)

Department - PCG - Private Client Group Designations - Manager, Sr. Manager, AVP engaged Role - Wealth Manager (HNI Temos) Minimum Experience Required - 4 Years - 15 Years KEY RESPONSIBILITIES • Accountable for implementing an integrated plans which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis> • 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 Cousolutions 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 new clients and work with them to build in relationship with the goal of managing their wealth. • Achieve revenue objectives as assigned by the organism. • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. BASIC ELIGIBILITY qualiaaaaaaaee> • Must be Graduate • Must have a pre-existing AUM • Experience - 5 floating to 20+ years in Wealth Management • Candidate must have work experience in a Wealth management/Private Banking/Banking platform. • Worked with HNI Clients and experience in on-boarding new clients. • Should have good product knowledge and convincing skills. BENEFITS AND INCENTIVES • Performance linked incentives. • Diverse products proposition, Banking and Non-Banking. Interested Candidate can share their CV directly at consult.executivesearch@gmail.com or can connect us on +91 7703945182