PCG - Cat 2 - Dealing - Lead Client Acquisition - West

Kotak Securities · Remote

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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 Responsibilities1. Business Growth & Strategy<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Drive end-to-end business growth across client acquisition, broking, and wealth management (MF/PMS/AIF).</li> <li class="MsoNormal">Own and deliver revenue, AUM, and client acquisition targets.</li> <li class="MsoNormal">Formulate and execute strategies to scale wealth business and improve client penetration.</li> <li class="MsoNormal">Identify new business opportunities, product innovations, and partnerships.</li> </ul>2. Client Acquisition & Revenue Generation<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Lead acquisition strategy through RMs for prospecting, onboarding, and activation of clients. <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/_layouts/15/Doc.aspx?sourcedoc={499AA2FD-006B-410C-81DE-E95DDDC8E2B9}&file=Acquisition RM.docx&action=default&mobileredirect=true" target="_blank" rel="noreferrer noopener">[Acquisition RM | Word]</a></li> <li class="MsoNormal">Drive cross-sell of equity, derivatives, mutual funds, PMS, AIF, and other financial products. <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/_layouts/15/Doc.aspx?sourcedoc={499AA2FD-006B-410C-81DE-E95DDDC8E2B9}&file=Acquisition RM.docx&action=default&mobileredirect=true" target="_blank" rel="noreferrer noopener">[Acquisition RM | Word]</a>, <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/Documents/Microsoft Copilot Chat Files/Wealth Counselor.pdf" target="_blank" rel="noreferrer noopener">[Wealth Counselor | PDF]</a></li> <li class="MsoNormal">Ensure growth in trading volumes, wallet share, and overall revenue per client.</li> </ul>3. Wealth Advisory & Portfolio Management<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Oversee wealth advisory strategy, including asset allocation, diversification, and portfolio reviews. <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/Documents/Microsoft Copilot Chat Files/Wealth Counselor.pdf" target="_blank" rel="noreferrer noopener">[Wealth Counselor | PDF]</a></li> <li class="MsoNormal">Drive AUM growth across MF, PMS, and AIF products. <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/Documents/Microsoft Copilot Chat Files/Wealth Counselor.pdf" target="_blank" rel="noreferrer noopener">[Wealth Counselor | PDF]</a></li> <li class="MsoNormal">Ensure high-quality advisory support for RMs through structured frameworks and insights.</li> </ul>4. Team Leadership & Capability Building<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Lead, mentor, and manage teams of Acquisition RMs and Wealth Counsellors.</li> <li class="MsoNormal">Drive training, development, and capability enhancement across teams. <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/Documents/Microsoft Copilot Chat Files/Wealth Counselor.pdf" target="_blank" rel="noreferrer noopener">[Wealth Counselor | PDF]</a></li> <li class="MsoNormal">Build a high-performance culture aligned with business goals.</li> </ul>5. Client Relationship & Experience<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Ensure strong governance of client engagement, satisfaction, and retention.</li> <li class="MsoNormal">Guide teams to provide personalized financial solutions and proactive communication. <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/_layouts/15/Doc.aspx?sourcedoc={499AA2FD-006B-410C-81DE-E95DDDC8E2B9}&file=Acquisition RM.docx&action=default&mobileredirect=true" target="_blank" rel="noreferrer noopener">[Acquisition RM | Word]</a></li> <li class="MsoNormal">Address escalations and maintain long-term client relationships.</li> </ul>6. Risk & Compliance<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Ensure adherence to regulatory, compliance, and KYC norms.</li> <li class="MsoNormal">Assess business risks and ensure decisions are aligned with organizational reputation and compliance standards. <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/Documents/Microsoft Copilot Chat Files/Wealth Counselor.pdf" target="_blank" rel="noreferrer noopener">[Wealth Counselor | PDF]</a></li> </ul><div class="MsoNormal" align="center" style="text-align:center;"> <hr size="2" width="100%" align="center" /> </div>Qualifications & Experience<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Postgraduate in Finance / MBA (preferred)</li> <li class="MsoNormal">Certifications such as NISM, AMFI, CFA, or CFP preferred <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/Documents/Microsoft Copilot Chat Files/Wealth Counselor.pdf" target="_blank" rel="noreferrer noopener">[Wealth Counselor | PDF]</a>, <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/_layouts/15/Doc.aspx?sourcedoc={499AA2FD-006B-410C-81DE-E95DDDC8E2B9}&file=Acquisition RM.docx&action=default&mobileredirect=true" target="_blank" rel="noreferrer noopener">[Acquisition RM | Word]</a></li> <li class="MsoNormal">10–15 years of experience in financial services, wealth management, or broking</li> <li class="MsoNormal">Proven track record in leading teams, driving revenue, and managing AUM growth</li> </ul><div class="MsoNormal" align="center" style="text-align:center;"> <hr size="2" width="100%" align="center" /> </div>Skills & Competencies<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Strong knowledge of financial markets, wealth products, and broking ecosystem <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/Documents/Microsoft Copilot Chat Files/Wealth Counselor.pdf" target="_blank" rel="noreferrer noopener">[Wealth Counselor | PDF]</a>, <a href="https://kotakeo-my.sharepoint.com/personal/raksha_prabhu_kotak_com/_layouts/15/Doc.aspx?sourcedoc={499AA2FD-006B-410C-81DE-E95DDDC8E2B9}&file=Acquisition RM.docx&action=default&mobileredirect=true" target="_blank" rel="noreferrer noopener">[Acquisition RM | Word]</a></li> <li class="MsoNormal">Leadership and team management capability</li> <li class="MsoNormal">Strategic thinking and execution excellence</li> <li class="MsoNormal">Strong interpersonal, communication, and stakeholder management skills</li> <li class="MsoNormal">High ownership and result orientation</li> </ul><div class="MsoNormal" align="center" style="text-align:center;"> <hr size="2" width="100%" align="center" /> </div>Success Metrics <ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Client acquisition growth</li> <li class="MsoNormal">AUM growth (MF/PMS/AIF)</li> <li class="MsoNormal">Revenue and profitability</li> <li class="MsoNormal">Client retention and satisfaction</li> <li class="MsoNormal">Team productivity and performance</li> </ul>

Collected experience requirement

10-15 years