PCG Relationship Manager

 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 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 with the 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 up a 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.