PCG Sales Role – Bank ABDC Connect pvt Ltd

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

Job summary

Kotak Group seeks a PCG Sales professional to implement wealth plans for private clients, offering a full suite of Kotak products from funds to direct equity. You will educate clients on options, assess risk, and conduct periodic reviews with product and research teams.

Ideal candidates have 6–8 years in wealth management, postgraduate education, and a proactive, client-focused mindset with strong networking skills.

Qualifications

• 6–8 years relevant work experience in a Wealth management/Private Banking platform.
• Post graduate from a premier institute.
• Self-starter, proactive & target oriented.

Responsibilities

• Implement an integrated plan addressing wealth creation, preservation and enhancement for private clients.
• Showcase Kotak Group products to clients and grow assets across funds, PMS/AIF, structures, alternatives, direct equity and more.
• Advise clients on investment options and risks; periodic portfolio reviews.
• Identify potential new clients and build relationships to manage wealth and achieve revenue objectives; comply with KYC/SEBI rules.

Skills

Wealth management experience

Relationship building

Target oriented

Education

Postgraduate degree

Job description

Job Role – PCG 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.

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.