Elite Relationship Manager - Bank

Elite Relationship Manager - Kotak Securities

About the company - Kotak Securities

Fancy working in a startup and yet get the exposure to a big corporate setup? That's the culture here at Kotak Securities.

We are looking for sharp, forward-looking individuals with varying levels of work experience with an aptitude for learning new domains and testing methodologies.

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 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 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 in 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.

Requirements

- 3-15 years' relevant work experience in a Wealth management/Private Banking platform.

- Post graduate from a premier institute.

- Self-starter, proactive & target oriented.

- Strong networking & relationship building skills.

- Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.