People At Kotak

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:

• Relationship Manager

  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:

  • Trust, Integrity and Passion in meeting your client’s investment objectives by managing their portfolio well.
  • Pragmatic solutions from you to resolve evolving complexities in asset classes and identifying the best financial solutions.
  • Proactive approach on your part in spotting market opportunities on behalf of their clients to meet their investment needs.

  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.

• Service Manager

  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:
  • Speed in execution of transactions where you need to follow through on execution of the required actions for the investment.
  • Attention to detail as you will need to be careful about the smallest aspect of a transaction.
  • Outcome oriented where you need to ensure market opportunities are not just identified but also carried through as planned.

• Product Manager

  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:
  • Interest in various asset classes to understand and recommend the best options for clients equipped with this knowledge
  • Attitude of learning more about the complex and evolving world of asset classes, so you are up to date with opportunities for our clients
  • Industry expertise that ensures practical application of your knowledge and a B school level education to ensure a strong understanding of investment products

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.