Wealth Manager

4 weeks ago

Kolkata, India Kotak Securities Full time

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 processes lakhs of secondary market trades every day.

A one stop shop to clients Investment needs in-Direct stock trading, MF/PMS/AIF/Bonds/Corporate FD’s, Global equity investments, Unlisted & Pre IPO funds, Credit Solutions- LAS, ESOP financing, IPO funding, Business & Consumer loans, and Life & General Insurance, Estate planning among others.


Position Summary

We are looking at expanding our Wealth RM team as we feel in the current regulatory environment a broking house will be better placed in comparison to a bank to offer interesting & effective investment products to clients.

Also Wealth RM’s in the broking house understand the pulse of the markets since they have lot of access to quality research.


Position : Private Client Group - HNI Wealth Manager

Locations : Kolkata


Responsibilities

  • 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 client’s 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 with the 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 up a 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.


Preferred Eligibility

  • 8 - 16 years relevant acquisition work experience in a Wealth management/Private Banking platform and a robust AUM
  • Strong networking & relationship building skills.
  • Well organized, customer-service oriented, and driven by a desire to consistently achieve top results
  • Not looking for freshers for this role


If you wish to apply for this job position, please send in your application to ankur.chakraborty@kotak.com

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