Wealth Manager

Kotak Securities (KSL); Ahmedabad District, Anand, Vadodara; On-site; INR 800,000 - 1,800,000; Full time

Job summary

Kotak Securities (KSL) is seeking a client-focused wealth advisor to implement integrated plans for private clients, addressing wealth creation, preservation, and enhancement.

You will present the Kotak product suite, tailor solutions with the research team, educate clients on investment options and risks, and build new relationships while ensuring KYC/SEBI compliance and revenue targets.

Qualifications

• Accountable for implementing an integrated plan addressing wealth creation, preservation and enhancement for private clients.
• Proactively advise clients explaining investment options and potential risks.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Responsibilities

• Showcase Kotak Group product suite to existing clients and grow assets across Mutual funds, PMS/AIF, 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.
• Identify potential new clients and build relationships to manage their wealth.
• Achieve revenue objectives as assigned by the organization.
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Skills

Client relationship management

Financial advisory

KYC compliance

SEBI regulations knowledge

Job description

Job Description

• 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.