K
Broking - Manager - Affluent Client Relations - South
Kotak Securities
Hinganghāt
Full-Time
0-3 Years experience
Description
Job Description · Work closely with the branch team to reach out to high priority and affluent clients. · Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. · Achieve AUM and revenue targets through cross-selling investment products to exiting clients · Ensure high standards of client servicing and compliance with internal and regulatory guidelines. · Keep updated on market trends, investment products, and global financial news. · Proactively identify new business opportunities within existing and potential clients. · Participate in marketing and client engagement events.
Eligibility Criteria
- Seniority: Mid Level
- Languages: English
About Kotak Securities
subsidiary of Kotak Mahindra Bank