Wealth Relationship Manager

Kotak Securities (KSL); Ahmedabad District, Anand, Ankleshwar; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Securities (KSL) in Gujarat seeks a Manager Affluent Client Relations to engage affluent clients and provide customized wealth management solutions. You will work with the branch team to understand client needs and drive AUM through investments, insurance, PMS/AIF, and structured products.

The role emphasizes high standards of service, regulatory compliance, and staying current with market trends. A proactive, sales-oriented mindset is essential for success in this wealth channel position.

Qualifications

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

Wealth management principles

Communication & relationship-building

Need assessment & solutioning

Sales-driven service excellence

Job description

Hiring: Manager Affluent Client Relations | Wealth Channel

Location : Ahmedabad, Ankleshwar, Anand

Roles:

• 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.

Key Skills & Competencies:

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