Pcg Elite Rm

6 months ago

Mumbai Maharashtra, India Kotak Securities Full time

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES**

1. 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.

2. 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.

3. 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.

4. Proactively advise and consult clients explaining the types of financial services available, educate them about investment options and potential risks.

**5. **Identify potential new clients and work with them to build in relationship with the goal of managing their wealth.

6. Achieve revenue objectives as assigned by the organization.

**7. **Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

**JS for PCG Elite Wealth **Manager**

**SKILLS & KNOWLEDGE**

1. 3- 15 years’ relevant work experience in a Wealth management/Private Banking platform.

2. Post graduate from a premier institute.

3. Self-starter, proactive & target oriented.

4. Strong networking & relationship building skills.

5. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Kotak Securities is a subsidiary of Kotak Mahindra Bank and is a full service equity broking firm.

We offer Stock Broking services, Portfolio Management Services, Research and Technology platforms.

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