AVP- Wealth

Veerwal Getwork Services; Khordha, Ranchi, Delhi, Gurugram District; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Kotak Group is seeking a wealth advisory professional to implement integrated financial plans for private clients, based on a thorough profile analysis and by presenting the full Kotak product suite.

You will advise on investments, regularly review portfolios, educate clients on options and risks, and work to expand the client base while ensuring compliance with KYC/SEBI rules and regulatory requirements.

Responsibilities

• Implement an integrated wealth plan addressing creation, preservation and enhancement based on client profiles.
• Showcase Kotak Group product suite to existing clients and grow assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.
• 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.
• Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.
• Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
• Achieve revenue objectives as assigned by the organization.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Job description

Role & responsibilities

• 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 clients profile.
• 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.
• 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.
• Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.
• Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
• Achieve revenue objectives as assigned by the organization.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.