Relationship Manager
GetWork · Pune · onsite · Posted 55d ago
₹3.0L - ₹7.0L PA1–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
PCG Elite Sales
About the Role
We're looking for a driven Wealth Management professional to manage and grow private client relationships, delivering holistic wealth solutions across our full product suite.
Key Responsibilities
- Design integrated wealth plans covering creation, preservation, and enhancement for private clients
- Showcase Kotak Group's full product suite Mutual Funds, PMS/AIF, Structured Products, Alternate Assets, Direct Equity, Unlisted Opportunities, and Loan products
- Recommend tailored solutions in consultation with product & research teams; conduct periodic portfolio reviews
- Educate clients on financial services, investment options, and associated risks
- Identify and onboard new clients, building long-term wealth management relationships
- Meet assigned revenue targets
- Ensure compliance with KYC/SEBI regulations
Requirements
- 6–8 years of experience in Wealth Management/Private Banking
- Postgraduate degree from a premier institute
- Self-starter with strong networking and relationship-building skills
- Customer-focused, target-driven, and highly organized
Sourced from naukri
Skills
Portfolio Management ServicesPMSHNIMutual FundsPortfolio ManagementMFWealth ManagementHNI AcquisitionHNI Client Handling
About GetWork
GetWork
Software Product
70
employees
2018
8 years old
Gurgaon / Gurugram, Haryana
India
₹5.7L PA avg
Avg at GetWork
₹3L – ₹7L PA
This role
About
At GetWork, we specialize in crafting tailored staffing & recruitment solutions that align with your vision.
Industries
Software Product
Employee ratings
10 reviews
3.5/ 5
Culture
3.6
Career growth
3.2
Work-life
3.1
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