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PCG - Cat 2 - Elite Sales Team Manager - South

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

<p class="MsoListParagraph" style="margin-bottom:0px;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">1.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">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.</span></p><p class="MsoListParagraph" style="margin-bottom:0px;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">2.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">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.</span></p><p class="MsoListParagraph" style="margin-bottom:0px;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">3.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">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.</span></p><p class="MsoListParagraph" style="margin-bottom:0px;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">4.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.</span></p><p class="MsoListParagraph" style="margin-bottom:0px;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;"><span style="font-weight:bolder;"><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">5.<span style="font-weight:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span></span><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth</span><span lang="en-us" style="font-family:Arial, sans-serif;color:rgb(24,23,23);background-size:initial;" xml:lang="en-us">.</span></p><p class="MsoListParagraph" style="margin-bottom:0px;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;"><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">6.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">Achieve revenue objectives as assigned by the organization.</span></p><p class="MsoListParagraph" style="margin-bottom:0px;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;"><span style="font-weight:bolder;"><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">7.<span style="font-weight:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span></span><span lang="en-us" style="font-size:10pt;font-family:Cambria, serif;" xml:lang="en-us">Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.</span></p>