Assistant Vice President

Job Description

AVP PCG Sales

Company: Kotak Securities
Location: Kolkata
Experience: 8–12 Years
Industry: Wealth Management / Broking / Financial Services

Role Overview

We are looking for an experienced AVP – PCG Sales professional to manage and grow relationships with HNI/UHNI and affluent clients. The candidate will be responsible for client acquisition, portfolio management, revenue generation and increasing AUM through a range of investment and wealth-management products.

Key Responsibilities

• Acquire and manage HNI/UHNI clients and build long-term relationships.
• Drive AUM, revenue and client acquisition targets for the PCG business.
• Understand clients’ financial objectives, risk profiles and investment requirements.
• Provide suitable investment solutions across Equity, Mutual Funds, PMS, AIF, Bonds, Structured Products and other investment products.
• Conduct regular portfolio reviews and identify opportunities for portfolio enhancement.
• Generate business through existing relationships, referrals, networking and market connect.
• Cross-sell and up-sell relevant financial products to existing clients.
• Maintain strong client engagement and ensure high levels of client retention.
• Work closely with internal product, research and investment teams to provide clients with appropriate solutions.
• Ensure adherence to KYC, SEBI regulations and internal compliance policies.
• Track market trends and communicate relevant investment opportunities to clients.

Candidate Profile

• 8–12 years of relevant experience in Wealth Management, Private Wealth, PCG, Securities or Broking.
• Strong experience handling HNI/UHNI clients.
• Proven track record in client acquisition, AUM generation and revenue achievement.
• Strong understanding of investment and wealth-management products.
• Excellent relationship management, communication and negotiation skills.
• Existing HNI client network / market connect will be an advantage.
• Candidates currently working as AVP / Senior Wealth Manager / Private Wealth Manager / Senior RM / PCG Sales can be considered.

Preferred Background

Candidates from wealth management firms, securities/broking houses, private banks and investment platforms with strong HNI/wealth sales exposure.

Key Skills

PCG Sales | Wealth Management | HNI/UHNI | Client Acquisition | AUM | Revenue Generation | Portfolio Management | Equity | Mutual Funds | PMS | AIF | Structured Products | Relationship Management