PCG Wealth RM

Job SummaryWe are seeking a highly motivated and results-driven PCG Wealth RM to join our team at Kotak Mahindra Bank.About the RoleThe 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...

OverviewWe are seeking a highly skilled PCG Elite RM Specialist to join our team at Kotak Mahindra Bank. The successful candidate will be responsible for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients.Salary and BenefitsThe estimated annual salary for this position is ₹1,500,000 -...

**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...

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 -...

KEY RESPONSIBILITIES AND ACCOUNTABILITIES1.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...

**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...

Company Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Company OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

**Competency**: BD - RM Wealth Mumbai **Department**: Business Development **Designation**: Relationship Manager **Legal Entity**: Choice Connect Private Limited

**Wealth RM** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - Branch Head**Is a Team leader?** - No**Team Size**: - 0**Grade**: - M- AVP**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub**Department**: - NA**Location**: - Per requirement**About Affluent Banking** - Affluent Business caters to a segment of customers...

Function/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

Function/ Department:Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

Function/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance...

JobDescription:We areseeking an experienced Wealth Relationship Manager to join ourteam. The ideal candidate should possess a strong understanding offinancial markets excellent communication skills and a proven trackrecord of managing client relationships in the wealth managementindustry. The candidate should haveexcellent understanding of financial products...

Company OverviewNuvama Wealth Management is a leading wealth and asset management firm in India, with over ₹ 2,00,000 cr. assets under advisory. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm, we serve close to a million customers across affluent individuals, UHNIs, family offices, institutional...

Function/ Department: Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

Function/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance...

Function/ Department: Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

Function/ Department: Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

Function/ Department: Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...