Walk-in | Wealth Relationship Manager

Kotak Securities (KSL); Mumbai; On-site; INR 1,500,000 - 2,800,000; Full time

Job summary

Kotak Securities (KSL) in Mumbai seeks a Manager Affluent Client Relations for its Wealth Channel. The role focuses on engaging affluent clients, understanding their needs, and offering integrated wealth management solutions across investments, insurance, PMS/AIF, and structured products.

The candidate will work with branch teams to grow AUM and revenue through cross-selling while maintaining top-tier service, compliance with guidelines, and market awareness.

Qualifications

• Strong understanding of financial markets and wealth management.
• Excellent communication and relationship-building skills.
• Ability to identify client needs and provide customized wealth management solutions.
• Sales-driven with a focus on client service.

Responsibilities

• Work closely with the branch team to reach out to high priority and affluent clients.
• Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.
• Achieve AUM and revenue targets through cross-selling investment products to exiting clients.
• Ensure high standards of client servicing and compliance with internal and regulatory guidelines.
• Keep updated on market trends, investment products, and global financial news.
• Proactively identify new business opportunities within existing and potential clients.
• Participate in marketing and client engagement events.

Skills

Finance knowledge

Communication skills

Client needs assessment

Sales oriented

Job description

Hiring: Manager Affluent Client Relations | Wealth Channel | Mumbai

Roles:

• 1. Work closely with the branch team to reach out to high priority and affluent clients.
• 2. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.
• 3. Achieve AUM and revenue targets through cross-selling investment products to exiting clients
• 4. Ensure high standards of client servicing and compliance with internal and regulatory guidelines.
• 5. Keep updated on market trends, investment products, and global financial news.
• 6. Proactively identify new business opportunities within existing and potential clients.
• 7. Participate in marketing and client engagement events.

Key Skills & Competencies:

• 1. Strong understanding of financial markets, investment products, and wealth management principles.
• 2. Excellent communication, interpersonal, and relationship-building skills.
• 3. Ability to identify client needs and provide customized solutions.
• 4. Sales-driven with a focus on providing excellent customer service.