PCG Cat 2 - Regional Manager – North

Kotak Securities · Remote

Collected role description

PCG Cat 2 - Regional Manager – North at Kotak Securities

Ø 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.
Ø 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.
Ø 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.
Ø Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.
Ø Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
Ø Achieve revenue objectives as assigned by the organization.
Ø Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.