Private Wealth Manager - Banking

PCG Client Partner

Grades: AVP/VP

CTC: Negotiation on last drawn CTC

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

1. Wealth Management:

- 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 profile.

2. Product Suite:

- 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. Portfolio Management:

- 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. Advisory:

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

5. Client Acquisition:

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

6. Revenue:

- Achieve revenue objectives as assigned by the organization.

7. Compliance:

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

SKILLS & KNOWLEDGE

1. Experience:

- 8 - 15 years relevant work experience in a Wealth management/Private Banking platform.

2. Education:

- Post graduate from a premier institute.

3. Attributes:

- Self-starter, proactive & target oriented.

4. Networking:

- Strong networking & relationship building skills.

5. Professionalism:

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