Duties/ Roles & Responsibilities –

· 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 the entire product suite of Kotak Group to existing clients and grow 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 the 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, and 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.

Skills

Requirements