Hiring For PCG Elite Wealth Manager

Job Role- PCG Elite SalesKey responsibilities and accountabilities 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 clients 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.should be capable pf bringing wealth AUM book in 3-6 months- (MF/PMS/ AIF) productsSkills required 6 - 8 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.Experience6 - 8 YearsNo. of Openings3EducationPost GraduateRolePCG Elite Wealth ManagerIndustry TypeAccounting / FinanceGender[ Male / Female ]Job CountryIndiaType of JobFull TimeWork Location TypeWork from Office