PCG Sales - Mumbai/ Delhi/ Kolkata

Kotak Securities Limited; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Kotak Securities Limited is seeking Wealth management talent to drive client success in its PCG Wealth division in Mumbai. The role requires 8–12 years of experience in wealth management and involves analyzing client profiles to deliver integrated wealth plans and a full product suite across Kotak offerings.

The successful candidate will grow assets through strategic client engagement, portfolio reviews, and proactive advisory, while ensuring strict adherence to KYC/SEBI guidelines and

Qualifications

• 8–12 years of experience in wealth management.
• Strong knowledge of investment products including mutual funds, PMS/AIF, structures and alternative assets.
• Experience in client servicing, portfolio reviews, and regulatory compliance (KYC/SEBI).

Responsibilities

• Implement integrated wealth plans addressing wealth creation, preservation and enhancement.
• Showcase Kotak Group products to existing clients and grow assets across funds, PMS/AIF, structures, alternatives, and direct equity.
• Provide tailored investment solutions based on client profiles in consultation with product & research teams; review portfolios periodically.
• Educate clients on investment options, risks, and regulatory requirements; identify potential new clients and build relationships to grow wealth under management.
• Ensure compliance with KYC/SEBI rules and other applicable regulations.

Skills

Wealth management

Client relationship

Portfolio analysis

Financial planning

Mutual funds

Job description

"We’re looking for Wealth based talent to be part of our PCG Wealth division and drive client success in wealth management."

Years of experience - 8 - 12 Years

Job 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 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.