At Kotak Wealth, you will be the guardian of our client’s wealth, appointed to understand and manage their investment needs. You will have the opportunity to work with a distinguished clientele and a diverse set of financial services.
The Kotak Wealth Team consists of:
You will need to build a strong understanding of a client’s risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual or family.
The qualities expected of a relationship manager include:
Recruited from the top notch B schools of the world, a personal relationship manager should bring their industry experience and market expertise to service our clients better.
As a Service Manager you need to enable seamless handling of the backend and operational requirements to keep the investment process hassle free and paperless wherever possible.The qualities expected of a service manager include:
As a product resource, you must have the knack of matching the right investments to the right people, offering the best solutions from the pool of asset classes available to a specific client.The qualities expected of a product team member include:
As a part of the Kotak Wealth Team, you will work with a select group of individuals who believe the true reward is the success of the clients’ portfolio. If you are interested in joining our team, please leave your details with us on and we will get back to you.