Wealth Relationship Manager

Kotak Securities (KSL); Mumbai; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Kotak Securities in Mumbai is seeking a Manager Affluent Client Relations for the Wealth Channel. You will work with the branch team to engage affluent clients, understand their needs, and offer wealth management solutions including investments and structured products.

The role focuses on achieving AUM and revenue targets through strategic cross-selling while ensuring top-tier client servicing and regulatory compliance.

Qualifications

• Strong understanding of financial markets, investment products, and wealth management.
• 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

Financial markets

Communication skills

Relationship management

Sales oriented

Job description

Hiring: Manager Affluent Client Relations | Wealth Channel |

Location : 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.