Department - PCG - Equity Trader Position - Grade E2/M3/M4 Designation - AM, DM, Manager CTC Offered - From 3 Lacs 8 Lacs Minimum Exeperience Required - 2 Years - 15 Years JOB ROLE Managing financial portfolios of and on boarding High net worth individuals and Corporate Clientele Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio Attain maximum reach of investment ideas/stock calls initiated Achieve healthy revenues without compromising on clients profitability Ensure active management of clients & achieve the target active AUM Have clear focus on client mining Assist in new client acquisition, building new relationships and increasing depth in existing relationships Conduct regular Client Meetings & update the same in the meeting tracker Keep abreast of the market news, financial trends and current affairs JOB REQUIREMENTS Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role. Applications can be made for roles in same level or one level above. NISM VIII (Mandatory) CMT level 1 or CFA level 1 (Desirable) Good communication skills, both written and verbal. Certified in NISM/NCFM VIII certificate is Mandatory. Must have a sound understanding/knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Focused on team cohesion, dynamics & constantly improve performance quality Should possess strong relationship building skills Interested Candidate can share their CV directly of consult.executivesearch@gmail.com or can connect us on +91 7703945182

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 consult.executivesearch@gmail.com or can connect us on +91 7703945182