PCG Wealth RM

DescriptionKEY RESPONSIBILITIES AND ACCOUNTABILITIES 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...

DescriptionJOB ROLE· To manage the product team.· To manage the relationship with external fund houses which are product manufacturers.· To implement relevant strategic & tactical management initiatives.· To support the channel by assisting them with timely reverts on their MIS related queries.· To analyze and data mine to generate relevant reports and...

Role Designation: Manager/Sr. Manager –Trainer – Private Client GroupDepartment: TrainingFunction: TrainingReporting to: AVP - TrainingLocation: Prabhadevi, MumbaiJob PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses...

Company DescriptionFounded in 1960, Kunvarji has grown into a leading conglomerate known for its commitment to trust, integrity, and excellence. With over six decades of experience, the company has a diversified presence in Wealth Solutions, Agri Commodities, Real Estate Advisory, Merchant Banking, Tech Solutions, and Insurance Broking. Headquartered in...

RM Wealth ManagementPosition: Regional Manager – Wealth ManagementLocation: MumbaiOpenings: 2Notice Period: Immediate to 15 daysInterview Rounds: 3 (1 Telephonic, 2 In-person)Interview Location: Andheri East, MumbaiRole Overview:Seeking experienced professionals to manage and grow a portfolio of HNI/UHNI clients with a minimum AUM of ₹50 Cr. The role...

Job Description -Wealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)Immediate joining is required or short notice is preferred.Pls call Hemanth for more...

Job Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...

Job Role: PCG (ARM)Qualification: Any GraduateExperience: Minimum 1 years1) Assisting Relationship Manager / AVP in their work. RM/AVP are in the job of wealth management. They advise clients about their investments in Mutual Funds, Bonds, Equities, AIF, and Fixed Deposits etc.2) Maintaining and preparing portfolio and meeting client requirements. This may...

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

Location:MumbaiExperience:Minimum 5 years in wealth/channel managementNotice Period / Gap:Up to 15 daysKey Responsibilities:Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 croreSource clients via wealth channels—roles like 'Privi RM', 'Burgundy RM', 'Wealth Manager', 'Imperia RM', 'Preferred RM'Offer full-spectrum wealth...