PCG Wealth Portfolio Manager

2 weeks ago


Mumbai, Maharashtra, India Kotak Mahindra Bank Full time
Job Summary

We are seeking a highly motivated and results-driven PCG Wealth RM to join our team at Kotak Mahindra Bank.

About the Role

The successful candidate will be responsible for selling Equity based investment products to our Wealth customer base, leveraging their excellent servicing skills and conflict management abilities to drive business growth and maximize revenue generation.

Key Responsibilities
  • Develop business by effectively servicing clients and generating references from our partner Wealth customer base.
  • Work in close coordination with the Wealth team to ensure all clients acquired from assigned areas trade actively.
Requirements

To succeed in this role, you should possess:

  • Good communication and presentation skills.
  • A self-starter attitude, being proactive and target-oriented.
  • Strong networking and relationship building skills.
Compensation and Benefits

We offer a competitive salary range of $80,000 - $120,000 per annum, depending on experience. In addition, you can expect a comprehensive benefits package, including health insurance, retirement plans, and paid time off.



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