Job openings for Pcg Elite Wealth Manager in Chennai

Job Role- PCG Elite Sales
Key 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 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 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) products
Skills 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.