PCG Elite RM

3 weeks ago


Mumbai, India Kotak Mahindra Bank 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.


  • PCG Elite RM

    6 days ago


    Mumbai, Maharashtra, India Kotak Mahindra Bank 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...

  • PCG Elite RM

    2 months ago


    mumbai, India Kotak Mahindra Bank 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...

  • Pcg Elite Rm

    3 weeks 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...

  • Pcg Product

    2 months ago


    Mumbai, Maharashtra, India Kotak Securities Full time

    **JOB 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 outputs...


  • Mumbai, Maharashtra, India Serving Skill Full time

    Ø Advisor - PCG - HNI - This is an B2C Channel - Looking for Advisor - Current salary has to be above 11 lacs and this is Individual Role - He/she should have a book size of their own - Target - Trading, Client Acquisition and revenue generation. - HNI Sales - This is an B2C Channel - Looking for Wealth RM’S - Individual Role with minimum CTC of 10 LPA -...

  • PCG Wealth RM

    2 months ago


    Mumbai, India Kotak Mahindra Bank Full time

    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...

  • Sales Role

    2 months ago


    Mumbai, India DSP Eminence Consulting Services Full time

    - HNI Sales - This is an B2C Channel- Looking for Wealth RM'S - Individual Role with minimum CTC of 10 LPA- He/she should have a book size of their own- Target - Client Acquisition and revenue generation.- Candidate should have knowledge and experience on PMS, Mutual Fund, AIF & Insurance product.- Getting productivity from HNI clients in Portfolio...


  • Mumbai, India Sharekhan Ltd Full time

    Direct Responsibilities:- The main responsibility of this role is to achieve the Business Target for the assigned Region. This will be Broking along with other products launched by Sharekhan from time to time by up-selling and cross-selling to existing / acquired clients of Dubai Desk. - Responsibility will also be to have right team and training of the team...


  • Mumbai, Maharashtra, India Sharekhan Ltd Full time

    Direct Responsibilities: The main responsibility of this role is to achieve the Business Target for the assigned Region. This will be Broking along with other products launched by Sharekhan from time to time by upselling and crossselling to existing / acquired clients of Dubai Desk. Responsibility will also be to have right team and training of the team on...


  • Mumbai, India Response Informatics Full time

    This opportunity is for Sales domain- HNI wealth management, investment advisory with a private MNC bankAcquire and upgrade quality Treasures clients in the branch location areas• Engage with existing customers to deepen the wallet share through retention and growth of AUM.• Accountable for achieving monthly & annual volume and revenue objective, as...


  • Mumbai, India Response Informatics Full time

    This opportunity is for Sales domain- HNI wealth management, investment advisory with a private MNC bankAcquire and upgrade quality Treasures clients in the branch location areas• Engage with existing customers to deepen the wallet share through retention and growth of AUM.• Accountable for achieving monthly & annual volume and revenue objective, as...


  • mumbai, India Response Informatics Full time

    This opportunity is for Sales domain- HNI wealth management, investment advisory with a private MNC bankAcquire and upgrade quality Treasures clients in the branch location areas• Engage with existing customers to deepen the wallet share through retention and growth of AUM.• Accountable for achieving monthly & annual volume and revenue objective, as...


  • Mumbai, India Response Informatics Full time

    This opportunity is for Sales domain- HNI wealth management, investment advisory with a private MNC bankAcquire and upgrade quality Treasures clients in the branch location areas• Engage with existing customers to deepen the wallet share through retention and growth of AUM.• Accountable for achieving monthly & annual volume and revenue objective, as...


  • Mumbai, India Response Informatics Full time

    This opportunity is for Sales domain- HNI wealth management, investment advisory with a private MNC bankAcquire and upgrade quality Treasures clients in the branch location areas• Engage with existing customers to deepen the wallet share through retention and growth of AUM.• Accountable for achieving monthly & annual volume and revenue objective, as...


  • Mumbai, India Response Informatics Full time

    This opportunity is for Sales domain- HNI wealth management, investment advisory with a private MNC bank Acquire and upgrade quality Treasures clients in the branch location areas • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as...


  • Mumbai, Maharashtra, India Response Informatics Full time

    This opportunity is for Sales domain- HNI wealth management, investment advisory with a private MNC bank Acquire and upgrade quality Treasures clients in the branch location areas • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as...


  • Mumbai, Maharashtra, India HSBC Full time

    -Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Treasures RM

    6 days ago


    Mumbai, Maharashtra, India DBS Bank Full time

    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...

  • Treasures RM

    3 weeks ago


    mumbai, India DBS Bank Full time

    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for...