Verified Job
Accounting - Finance
Relationship ManagerWEALTH MANAGEMENT
Accounting - Finance
#249778
Remote / WFH
Job Description
Kotak Wealth Management:
The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India.
Kotak 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 Kotak client base ranges from entrepreneurs to business families, and also includes employed professionals.
Kotak 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 Client Relations team in Kotak Wealth Management works exclusively on portfolios of large advisory and family office clients of the firm.
The role requires the Relationship Manager to take full ownership of his/her client portfolios. .
Acquire new Wealth HNI clients (RV of 5 cr - 300 cr), identify their needs and showcase offerings as per their asset allocation & requirements.
. Cross-sell products and services to clients by collaborating more within other divisions of the group through effective introductions. . Products profile include MF, PMS Scheme, Banking and related products. . Deliver Targets as per KRA's. . . . 5-8 years of experience in financial & banking industry with relevant experience in investment advisory . Teamwork and Collaboration . Post-graduate qualification would be preferred . Ability to initiate and hold interactions with HNI Clients and deepen the relationships
The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India.
Kotak 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 Kotak client base ranges from entrepreneurs to business families, and also includes employed professionals.
Kotak 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 Client Relations team in Kotak Wealth Management works exclusively on portfolios of large advisory and family office clients of the firm.
The role requires the Relationship Manager to take full ownership of his/her client portfolios. .
Acquire new Wealth HNI clients (RV of 5 cr - 300 cr), identify their needs and showcase offerings as per their asset allocation & requirements.
. Cross-sell products and services to clients by collaborating more within other divisions of the group through effective introductions. . Products profile include MF, PMS Scheme, Banking and related products. . Deliver Targets as per KRA's. . . . 5-8 years of experience in financial & banking industry with relevant experience in investment advisory . Teamwork and Collaboration . Post-graduate qualification would be preferred . Ability to initiate and hold interactions with HNI Clients and deepen the relationships
