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Wealth Manager (HNI Clients) Job in Executive @ Edge Executive Search

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 Wealth Manager (HNI Clients) Job in Executive

Job Description

    Department - PCG - Private Client Group
    Designations - Manager, Sr. Manager, AVP
    Role - Wealth Manager (HNI Clients)

     

    Minimum Exeperience Required - 4 Years - 15 Years

    KEY RESPONSIBILITIES

    • Accountable for implementing an integrated plans which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis
    • 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.

    BASIC ELIGIBILITY

    • Must be Graduate
    • Must have a pre-existing AUM
    • Experience - 5 to 20+ years in Wealth Management
    • Candidate must have work experience in a Wealth management/Private Banking/Banking platform.
    • Worked with HNI Clients and experience in on-boarding new clients.
    • Should have good product knowledge and convincing skills.

    BENEFITS AND INCENTIVES

    • Performance linked incentives.
    • Diverse products proposition, Banking and Non-Banking.

     

    Interested Candidate can share their CV directly of hidden_email or can connect us on +91 hidden_mobile

Employement Category:

Employement Type: Full time
Industry: Broking
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Wealth Manager (HNI Clients) Job in Executive

Contact Details:

Company: Executive Search
Location(s): Chennai

+ View Contact

Keyskills:   high net worth individuals acquisition wealth wealth management services

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Edge Executive Search

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