Wealth Manager @ Proxpertise Worldwide

Job Description

Job description

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

1. Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancementfor private clients achieved through an in-depth analysis of the clients profile.
2. 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.
3. 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.
4. Proactively advise and consult clients explaining the types of financial services available, educate them about investment options and potential risks.
5. Identify potential new clients and work with them to build in relationship with the goal of managing their wealth.
6. Achieve revenue objectives as assigned by the organization.
7. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

SKILLS & KNOWLEDGE

1. 3 to 6 years relevant work experience in a Wealth management/Private Banking platform.
2. Post graduate from a premier institute.
3. Self-starter, proactive & target oriented.
4. Strong networking & relationship building skills.
5. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   investment advisory equity trading wealth management