Job Title: PCG Elite Relationship Manager (RM)
Location: Hyderabad
Job Description:
Kotak Securities is seeking a dynamic PCG Elite Relationship Manager to manage and grow relationships with HNI/UHNI clients. The role involves providing wealth management solutions, advising clients on investment opportunities, and driving revenue through the sale of equity, mutual funds, PMS, AIFs, alternate investments, and other financial products. The candidate will be responsible for portfolio reviews, client acquisition, relationship deepening, and ensuring compliance with regulatory guidelines. Strong networking, advisory, and wealth management skills are essential.
Key Requirements:
- 3–8 years of experience in Wealth Management, Private Banking, or Investment Advisory.
- Proven experience in managing HNI/UHNI client portfolios.
- Strong knowledge of equity, mutual funds, PMS, AIF, and wealth products.
- Excellent relationship management and business development skills.
- MBA/Postgraduate qualification preferred.
Pay: ₹2,500,000.00 - ₹4,000,000.00 per year
Application Question(s):
- What is your AUM and ticket size?
Experience:
- Private Banking: 8 years (Required)
Work Location: In person
