Senior Client Partner – Wealth Management – Bank Jobs Territory

The Corporate Institute; Chennai District; Sur place; INR 2 500 000 - 5 000 000; Plein temps

Résumé du poste

The Corporate Institute is seeking an experienced Wealth Manager to drive wealth creation and grow the private-client AUM book. You will showcase and distribute the full Kotak Group product suite, acquire high-net-worth clients, and scale the wealth book within 36 months.

You will conduct portfolio reviews, deliver customized solutions with product and research teams, and advise on investments and risk. Meet revenue and AUM targets while following SEBI and KYC guidelines.

Qualifications

• 6-8 years of direct experience in Wealth Management or Private Banking platforms.
• Stability: proven track record with an average tenure of 3 years per organization.
• Strong grasp of MF, PMS, and AIF products.
• Post-graduation from a premier institute.
• Strong networking, relationship management, and target-driven mindset.

Responsabilités

• Showcase and distribute the complete product suite of Kotak Group (Mutual Funds, PMS, AIF strategies, Structured Products, Alternate Assets, Direct Equity, Unlisted Shares, and Consumer/Business Loans).
• Build and scale a strong wealth AUM book within 36 months through effective acquisition and cross-selling.
• Conduct in-depth portfolio reviews and deliver customized solutions in collaboration with product and research teams.
• Proactively advise clients on investment opportunities, asset allocation, and associated risk profiles.
• Meet assigned revenue and net AUM acquisition targets while adhering to SEBI and KYC compliance guidelines.

Connaissances

Strong networking capabilities

Relationship management

Target-driven mindset

Formation

Post-graduation from a premier institute

Description du poste

Role Overview:

Responsible for driving wealth creation, preservation, and enhancement for private clients by offering tailored financial solutions, acquiring high-net-worth clients, and growing the Asset Under Management (AUM) book.

• Showcase and distribute the complete product suite of Kotak Group (Mutual Funds, PMS, AIF strategies, Structured Products, Alternate Assets, Direct Equity, Unlisted Shares, and Consumer/Business Loans).
• Build and scale a strong wealth AUM book within 36 months through effective acquisition and cross‑selling.
• Conduct in-depth portfolio reviews and deliver customized solutions in collaboration with product and research teams.
• Proactively advise clients on investment opportunities, asset allocation, and associated risk profiles.
• Meet assigned revenue and net AUM acquisition targets while adhering to SEBI and KYC compliance guidelines.

Preferred Candidate Profile:

• Experience: 6-8 years of direct experience in Wealth Management or Private Banking platforms.
• Stability: Proven track record with an average stability of 3 years per organization.
• Product Knowledge: Strong grasp of Mutual Funds (MF), Portfolio Management Services (PMS), and Alternate Investment Funds (AIF).
• Education: Post-graduation from a premier institute.
• Skills: Strong networking capabilities, exceptional relationship management skills, and a target‑driven mindset.