PCG wealth Manager

Kotak Securities (KSL); Mumbai; Hybrid; INR 400,000 - 700,000; Full time

Job summary

Kotak Securities (KSL) seeks a dynamic sales professional in Mumbai to acquire clients across equities, derivatives, mutual funds, and broking services. You will drive revenue through cross-selling, trading activation, and strong relationship management to deliver investment solutions.

The role emphasizes onboarding, KYC compliance, and timely account activation, with a focus on meeting targets and building long-term client partnerships in a fast-paced financial services environment.

Qualifications

• 2–5 years of experience in client acquisition, sales, wealth management, broking, or financial services.
• Strong knowledge of equity, derivatives, mutual funds and financial markets.
• NISM/AMFI certification preferred.
• Excellent communication and relationship management skills.
• Target-driven and self-motivated professional.

Responsibilities

• Acquire new clients for Equity, Derivatives, Mutual Funds, Insurance, and Broking services.
• Generate revenue through client acquisition, cross-selling, and trading activation.
• Build and maintain strong client relationships.
• Provide market updates and investment solutions to clients.
• Ensure smooth onboarding, KYC completion, and account activation.

Skills

Client acquisition experience

Sales experience

Wealth management knowledge

Broking knowledge

Financial services knowledge

Education

NISM/AMFI certification (preferred)

Job description

Key Responsibilities:

• Acquire new clients for Equity, Derivatives, Mutual Funds, Insurance, and Broking services.
• Generate revenue through client acquisition, cross-selling, and trading activation.
• Build and maintain strong client relationships.
• Provide market updates and investment solutions to clients.
• Ensure smooth onboarding, KYC completion, and account activation.

Eligibility:

• 2-5 years of experience in Client Acquisition, Sales, Wealth Management, Broking, or Financial Services.
• Strong knowledge of Equity, Derivatives, Mutual Funds and Financial Markets.
• NISM/AMFI certification preferred.
• Excellent communication and relationship management skills.
• Target-driven and self-motivated professional.