Wealth RM Sales

Company Description Kotak Neo is a recognized Great Place to Workregistered that offers a stable, well-established environment in the financial services sector, grounded in transparency, ethical conduct, and a strong work ethic. The organization invests heavily in internal training and mentorship, helping team members build skills for dynamic financial markets and advance into leadership roles. With a strong focus on innovation, Kotak Neo uses cutting-edge technology and digital tools to enhance service delivery and support employees in creating new solutions. The culture is inclusive and equity-driven, valuing diverse perspectives and promoting work-life balance through flexible arrangements and wellness programs. Kotak Neo is also committed to positive social impact through CSR initiatives that promote financial literacy, education, and livelihood support in underserved communities.

Role Description The Wealth RM Sales role at Kotak Neo is a full-time, on-site position based in Kottayam. The role involves managing and growing a portfolio of wealth management clients, understanding their financial goals, and recommending suitable investment and wealth solutions. Day-to-day responsibilities include prospecting and acquiring new clients, conducting regular portfolio reviews, and ensuring high standards of customer service and compliance. The Wealth RM Sales professional will coordinate with internal teams to deliver seamless service, prepare and present financial proposals, and track sales performance against targets. The role also includes providing basic training and guidance to clients on digital tools and platforms, and supporting internal training initiatives as needed.

Qualifications

• Candidates should possess strong Communication and Customer Service skills to build trust, handle queries, and maintain long-term client relationships.
• Candidates should possess proven Sales and Sales Management capabilities to achieve targets, drive portfolio growth, and manage the sales pipeline effectively.
• Candidates should possess Training skills to guide clients on products, digital platforms, and basic financial concepts, and to support internal knowledge-sharing.
• Relevant experience in wealth management, banking, or financial services, with a track record in relationship management and advisory roles.
• Sound understanding of financial products such as mutual funds, equities, insurance, and other investment instruments.
• Bachelors degree in finance, commerce, business, or a related field; professional certifications in wealth management or financial planning are an advantage.
• Ability to work in a target-driven environment, strong analytical and problem-solving skills, and high standards of integrity and compliance.
• Comfort with using digital tools, CRM systems, and data for client management and reporting.