Wealth Manager - HNI Segment

Kotak Mahindra Bank is one of India's leading private sector banks offering comprehensive financial services including retail banking, corporate banking, and wealth management. Kotak Wealth Management caters to high-net-worth individuals with personalized investment advisory and portfolio management services. The bank is recognized for its innovation, customer service excellence, and strong financial performance.

The Wealth Manager will provide holistic financial planning and investment advisory services to HNI clients with investable assets of ₹1 Cr+, driving AUM growth and deepening client relationships. This role requires expertise in financial markets, investment products, and wealth structuring to deliver customized solutions. You will manage a portfolio of 60-80 HNI clients and work towards ambitious revenue and AUM targets.

• Acquire and manage relationships with HNI clients, providing comprehensive wealth management and financial planning services
• Conduct detailed financial needs analysis and recommend appropriate asset allocation strategies across equities, debt, mutual funds, PMS, and structured products
• Drive AUM growth and achieve revenue targets through cross-selling of investment products, insurance, and banking solutions
• Monitor client portfolios, provide regular performance reviews, and rebalance based on market conditions and client objectives
• Stay updated on market trends, regulatory changes, and new investment products to provide informed advisory
• Ensure compliance with KYC norms, suitability requirements, and regulatory guidelines in all client interactions

• MBA in Finance or CFA/CFP certification with 8+ years in wealth management or investment advisory
• Proven track record of managing HNI client relationships and achieving AUM and revenue targets in private banking
• Deep knowledge of financial markets, investment products including equities, bonds, mutual funds, PMS, and alternative investments
• Strong relationship management and consultative selling skills with ability to build trust with affluent clients
• Excellent communication and presentation skills with ability to simplify complex financial concepts
• Self-motivated professional with strong networking abilities and existing HNI relationships preferred
• NISM certifications (Series V-A, Series X-B) mandatory; additional certifications in mutual funds and insurance desirable

• Competitive package between ₹16L – ₹22L per annum
• Attractive performance-based incentives linked to AUM growth and revenue generation
• Work with one of India's most respected private sector banks with comprehensive product suite
• On-site role with access to premium banking lounges and client engagement facilities
• Career growth opportunities in wealth management with path to team leadership and branch head roles

This opening is not listed on any public job portal. It is a verified internal opportunity exclusively accessible through the website careerjump.co.in and directly apply to this job role. They also have similar job openings posted daily on their website. You can also join their WhatsApp Community for daily updates on verified internal job openings.