Broking - Manager - Affluent Client Relations - East
Kotak Securities
0 - 0 years
Kolkata
Posted: 18/06/2025
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.
About Company
Kotak Securities, a part of Kotak Mahindra Bank, is a leading stock broking firm in India. It provides a wide range of investment services including equity, derivatives, mutual funds, and IPOs. The company is known for its digital platforms and robust research offerings.
Services you might be interested in
One-Shot Campaign
Reach out to ideal employees in one shot!
The intelligent campaign for reaching out to the ideal audience to whom you can ask for help (guidance or referral).