Wealth Manager
- Category: Bank Jobs
- Location: Kolkata, West Bengal
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 15K to 28K
- Published on: 2025/09/21
KEY RESPONSIBILITIES
• 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.
• Showcase entire product suite of Kotak Group to existing clients and growing their assets across 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
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