Relationship Wealth Manager

Kotak Securities (KSL); Ahmedabad District, Anand, Ankleshwar; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Securities (KSL) in Gujarat seeks a Wealth RM to deliver integrated plans for private clients, focusing on wealth creation, preservation and enhancement. The role requires deep client analysis and portfolio reviews in line with regulatory guidelines.

You will showcase Kotak's product suite across mutual funds, PMS/AIF, direct equities and alternative assets, build relationships with new clients, achieve revenue targets and ensure KYC/SEBI compliance.

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 clients 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 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 in 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.

Job description

Profile - Wealth RM

Job Description

• Accountable for implementing an integrated plan which addresseswealthcreation,wealthpreservation andwealthenhancement for private clients achieved through an in-depth analysis of the clients 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 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 in relationship with the goal of managing theirwealth.
• Achieve revenue objectives as assigned by the organization.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.