Associate Director - Wealth Management/Investment Advisory

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