Wealth Manager

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment. We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management.. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

Job Description: The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to...

I. Client Management/ Servicing:• Serve as a dedicated single point of contact for 250 HNWI clients• Portfolio management- Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Counsel client on emerging financial...

I. Client Management/ Servicing:• Serve as a dedicated single point of contact for 250 HNWI clients• Portfolio management- Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Counsel client on emerging financial...

I. Client Management/ Servicing: • Serve as a dedicated single point of contact for 250 HNWI clients • Portfolio management - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Counsel client on emerging...

Job DescriptionThe Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties...

The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties with them by...

Roles and Responsibilities Will be responsible for selling Equity based investment products.Responsible for achieving targets on monthly basis. Desired Candidate Profile direct selling of financial products like Equity/ Mutual Fund/CommodityCandidates handling AUM size of Cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs.

Location: South & Central KolkataRequirement:- The candidate needs to have minimum 3-5 years' experience in wealth management.- The candidate needs to be both NISM and IRDA certified with active certifications.- Minimum education qualification is graduation.The following are the specifications for the role:- The candidate should be a proven performer with...

The Relationship ManagerWealthis the ultimate face of the business as (s)he is going to be thefinal point of contact with theclient. (S)he would be responsible for acquiring High Net Worthrelationshipsand managing& retaining such relationships by delivering the beststandards of services. (S)he wouldbeexpected to establish strongties with them by designing &...

Location:South & Central KolkataRequirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications.Minimum education qualification isgraduation .The following are the specifications for the role:The candidate should be a proven performer with excellent...

Grade: Vice President ( Sr. Client Partner)Job Location-KolkataRole & Responsibilities:- build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.- conduct regular...

Location: South Kolkata Requirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation.The following are the specifications for the role:The candidate should be a proven performer with excellent track...

Location: South Kolkata Requirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation.The following are the specifications for the role:The candidate should be a proven performer with excellent track...

Location: South & Central Kolkata Requirement: The candidate needs to have minimum 3-5 years' experience in wealth management. The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation . The following are the specifications for the role: The candidate should be a proven performer...

Location: South & Central Kolkata Requirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation.The following are the specifications for the role:The candidate should be a proven performer with...