PCG Elite RM

Kotak Securities (KSL); Dadri, Gurugram District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Securities (KSL) in New Delhi is seeking a wealth professional to manage UHNI/HNI client wealth with customized investment solutions. You will cross-sell Kotak Group products including Mutual Funds, PMS, AIF, Direct Equity, and other assets while providing investment advisory based on risk profiles.

The role focuses on building strong client relationships, acquiring new clients, achieving revenue targets, and ensuring KYC/SEBI compliance.

Qualifications

• 2-4 years of experience in Wealth Management or Private Banking.
• Postgraduate from a reputed institute.
• Strong client relationship, networking, and business development skills.
• Self-motivated, target-driven, and customer-focused.
• Excellent communication and portfolio management abilities.

Responsibilities

• Manage and grow UHNI/HNI client wealth through customized investment solutions.
• Cross-sell Kotak Group products including Mutual Funds, PMS, AIF, Alternate Assets, Direct Equity, Unlisted Opportunities, and Loan Products.
• Provide investment advisory based on client risk profile and portfolio reviews.
• Build and maintain strong client relationships while acquiring new clients.
• Achieve revenue and business targets.
• Ensure compliance with KYC, SEBI, and regulatory guidelines.

Skills

Wealth management

Relationship building

Portfolio management

Client acquisition

Education

Postgraduate degree

Job description

Location: Connaught Place, New Delhi / Time Tower Gurgaon

Department: PCG sales RM

Key Responsibilities:

• Manage and grow UHNI/HNI client wealth through customized investment solutions.


• Cross-sell Kotak Group products including Mutual Funds, PMS, AIF, Alternate Assets, Direct Equity, Unlisted Opportunities, and Loan Products.


• Provide investment advisory based on client risk profile and portfolio reviews.


• Build and maintain strong client relationships while acquiring new clients.


• Achieve revenue and business targets.


• Ensure compliance with KYC, SEBI, and regulatory guidelines.

Skills & Experience:

• 2-4 years of experience in Wealth Management or Private Banking.


• Postgraduate from a reputed institute.


• Strong client relationship, networking, and business development skills.


• Self-motivated, target-driven, and customer-focused.


• Excellent communication and portfolio management abilities.