2SR Innovations

The Corporate Institute; Chennai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

The Corporate Institute in Chennai is seeking a PCG Client Partner to lead wealth management advisory for private clients, delivering integrated plans for wealth creation, preservation and growth. You will present Kotak Group products and tailor strategies with product and research teams to optimize client outcomes.

The role emphasizes proactive advisory, client acquisition, revenue achievement, and strict adherence to KYC/SEBI regulations, while building strong professional relationships with

Qualifications

• 8–15 years relevant work experience in a Wealth management/Private Banking platform.
• Post graduate from a premier institute.
• Self-starter, proactive & target oriented.
• Strong networking & relationship building skills.
• Well organized, customer-service oriented, and driven by top results.

Responsibilities

• Wealth Management: implement integrated plans for wealth creation, preservation and enhancement based on client profiling.
• Product Suite: showcase Kotak Group products and grow assets across funds, structures and related assets.
• Portfolio Management: deliver solutions aligned to client profiles; periodic portfolio reviews.
• Advisory: educate clients on investment options and risks; proactive guidance.
• Client Acquisition: identify and engage potential clients to manage their wealth.
• Revenue: achieve assigned revenue objectives.
• Compliance: comply with KYC/SEBI rules and financial services regulations.

Skills

Wealth management

Private banking

Relationship building

Networking

Customer service

Target oriented

Education

Postgraduate

Job description

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.