PCG Aquisition RM

Kotak Securities (KSL)

2 - 6 years

7 - 9 Lacs

Mumbai Mumbai Suburban Mumbai (All Areas)

Posted:3 days ago| Platform:

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Skills Required

Client Acquisition Account Opening Wealth Management Client Onboarding Cross Selling Relationship Management Ultra Hni HNI Acquisition Revenue Generation Imperia Relationship Manager Kyc Verification Burgundy Relationship Manager

Work Mode

Work from Office

Job Type

Full Time

Job Description

Location: Mumbai

Department: PCG

Key Responsibilities:

Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account activation. Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading volumes and client participation. Relationship Management: Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions. Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance. Resolve client queries and ensure satisfaction with the companys services.
Qualifications:

Education:

Post-graduation in finance/marketing field.

Certifications such as NISM (Equity Derivatives, Mutual Funds), AMFI, or equivalent are
preferred.

Experience

Skills and Competencies:

You can share your Resumes on salonidevi.vishwakarma@kotak.com

For any other queries call on 7039279297

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2 - 6 yrs

INR 7 - 9 Lacs

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