JD for PCG Elite

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

1. 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.
2. 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.
3. 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.
4. Proactively advise and consult with the clients explaining the types of financial services available,
educate them about investment options and potential risks.
5. Identify potential new clients and work with them to build up a relationship with the goal of
managing their wealth.
6. Achieve revenue objectives as assigned by the organization.
7. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

JS for PCG Elite Sales

SKILLS & KNOWLEDGE

1. Self-starter, proactive & target oriented.

2. Strong networking & relationship building skills.
3. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.