PCG - Cat 2 - Team member - West

Kotak Securities · Remote

Source and collection record

Last observed by our collector: 8 October 2026 at 11:38 pm IST. This is not a manual review or a confirmation from the employer.

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Collected role description

Key Responsibilities:<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Program & Proposition Development:<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Design and refine wealth propositions tailored to Ultra-HNI, HNI & affluent segments.</li> <li class="MsoNormal">Support rollout of new platforms and digital tools to enhance client experience and Wealth RM productivity.</li> </ul></li> <li class="MsoNormal">Marketing & Campaign Execution:<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Collaborate with marketing to conceptualize and launch campaigns for HNI & affluent clients.</li> <li class="MsoNormal">Launch channel campaigns & Track performance & share actionable insights</li> </ul></li> <li class="MsoNormal">Channel & Stakeholder Management:<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Engage with internal stakeholders including PCG Sales, Bank Channel, Business Solutions & BIU to ensure alignment and adoption of initiatives.</li> <li class="MsoNormal">Drive execution of key tasks and ensure timely delivery across teams.</li> </ul></li> </ul>· Follow industry and company policies to maintain regulatory compliance · Identify growth opportunities and recommend strategies · Provide regular sales and market trend reports <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Training & Enablement:<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Partner with the training team to design and implement training plans that support relationship managers.</li> <li class="MsoNormal">Monitor training effectiveness and recommend improvements.</li> </ul></li> </ul>