Wealth Manager Sales

Company Description Kotak Neo is a recognized Great Place to Workregistered that offers a stable, well-established financial services environment grounded in transparency, ethics, and strong work values. The organization invests heavily in employee development through structured training and mentorship, creating clear opportunities for growth and leadership. With a strong focus on innovation, Kotak Neo leverages advanced technology and digital tools to stay at the forefront of financial market developments. The culture is inclusive and equity-driven, encouraging diverse perspectives and providing flexible work arrangements and wellness programs to support work-life balance. Kotak Neo also emphasizes social impact through CSR initiatives focused on financial literacy, education, and livelihood enhancement for underserved communities.

Role Description This is a full-time, on-site Wealth Manager Sales role based in Kottayam. The Wealth Manager Sales professional will be responsible for identifying and acquiring new clients, understanding their financial goals, and recommending appropriate wealth management products and services. Day-to-day activities include conducting client meetings, performing portfolio reviews, tracking market trends, and preparing tailored financial plans. The role involves managing sales pipelines, coordinating with internal teams for smooth execution of transactions, and ensuring high standards of customer service and compliance. The individual will also work towards achieving sales targets, maintaining detailed records in CRM systems, and contributing to business planning and local market development initiatives.

Qualifications

• Strong Analytical Skills to interpret financial data, assess client portfolios, and support informed investment recommendations.
• Business Planning capabilities to develop sales strategies, forecast revenue, and contribute to local market growth initiatives.
• Excellent Communication skills to explain financial products clearly, conduct client presentations, and build long-term relationships.
• Customer Service orientation to provide responsive support, handle queries professionally, and ensure a positive client experience.
• Sales Operations skills to manage pipelines, track performance metrics, coordinate with internal teams, and adhere to compliance processes.
• Relevant experience in wealth management, financial advisory, or banking sales is highly beneficial.
• Bachelors degree or higher in Finance, Business, Economics, or a related field preferred; professional certifications in wealth management or financial planning are an advantage.
• Ability to work in a fast-paced financial environment, meet sales targets ethically, and stay updated on regulatory and market developments.