Associate Director - Wealth Management/Investment Advisory
The Client :
- The client has one of the oldest and most respected Wealth Management teams in India. The client offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.
- The client base ranges from entrepreneurs to business families and also includes employed professionals. The Client provides financial advice and manages wealth for 44% of India's top 100 families with Wealth Management offices spread across 10 cities in India.
The Role :- Identify customer needs and provide them with the right financial planning assistance and asset allocation with the help of our Investment Advisory services.
- Build and deepen relationships with existing HNI Customers to achieve an increase in the share of wallet.
- Acquire New Clients for the firm and also develop new territories.
- Be able to work with colleagues from other divisions of the bank to Cross Sell products and services to clients.
- Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioral skills.
- Deliver Sales Targets
Requirement :
- Excellent written and oral communication skills
- Strong Organizational Skills
- Strong Communication and Interpersonal Skills
- Experience in investment/financial services
- Team player and Collaboration skills
- Relationship Management Skills