Hiring For PCG Elite Wealth Manager

Talent Zone Consultants; Chennai District; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Talent Zone Consultants in Chennai is seeking a PCG Elite Wealth Manager to lead wealth advice for private clients. You will promote Kotak Group products, grow client assets, and manage portfolios in line with client profiles.

The role emphasizes proactive client engagement, adherence to regulatory norms, and revenue targets. The ideal candidate has 6-8 years in wealth management, a postgraduate degree, and strong networking abilities to build lasting relationships and drive AUM growth in a

Qualifications

• 6-8 years of experience in wealth management or private banking.
• Postgraduate degree from a premier institute.
• Self-starter with proactive and target-driven attitude.
• Strong networking and relationship-building skills.
• Well organized, customer-service oriented, and results-driven.

Responsibilities

• Implement an integrated wealth plan addressing creation, preservation and enhancement for private clients.
• Showcase Kotak Group products to clients and grow assets across MF, PMS/AIF, structures, and other assets.
• Deliver client solutions based on profile and review portfolios periodically.
• Advise clients on investment options and risks and educate about services.
• Identify new clients and build relationships to manage their wealth.
• Achieve revenue objectives as assigned by the organization.
• Comply with KYC/SEBI rules and regulations.
• Aim to bring wealth AUM in 3-6 months across MF/PMS/AIF.

Skills

Relationship building

Target orientation

Customer service

Networking

Proactiveness

Education

Postgraduate degree

Job description

Job openings for Pcg Elite Wealth Manager in Chennai

Job Role- PCG Elite Sales

Key responsibilities and accountabilities

• 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.
• 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.
• Should be capable pf bringing wealth AUM book in 3-6 months- (MF/PMS/ AIF) products

Skills required

• 6 - 8 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 a desire to consistently achieve top results.

Experience 6 - 8 Years

Salary Not Disclosed

Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan

Qualification

Key Skills Wealth Management Private Banking AUM Mutual Funds PMS AIF Client Acquisition Portfolio Management HNI UHNI