PCG Cat 2 - Regional Manager – Karnataka
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What you'll do
- 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 client’s 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 with the 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 up a 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.
What they're looking for
- Experience in wealth management or private banking
- Knowledge of financial products including Mutual funds, PMS, AIF, and direct equity
- Understanding of KYC and SEBI regulations
- Proven track record in business development and client relationship management
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Ø 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 client’s profile.
Ø 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.
Ø 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.
Ø Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.
Ø Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
Ø Achieve revenue objectives as assigned by the organization.
Ø Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
Company
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