Position/Function Kotak Connect Sales - Relationship Manager Qualification Full time under graduation is mandatory No. of years of Experience 1+ years into BFSI Sales Others Fulltime, Work from office Job Responsibility • Responsible for scoping of area of sales and operations and implementing strategies to increase productivity and performance with regard to financial products • Connect with IFAs (Independent Financial Advisors) to revenue out of different financial products. These IFAs are already customers for Mutual Fund Asset class • Sourcing new acquisition opportunities from outbound calls / Lead generation / approaching IFA and closing deals. • Support operational issues related to different assets • Strengthen relationship with existing IFAs to generate business and identify opportunities to cross sell • Maintain a list of new initiatives, discuss with the reporting head & prioritize. • Identify opportunities in the market and be adept at the happening in the industry. • Be a valued team player, provide support and pave way for overall growth. • Research accounts identify key players and generate interest. • Log all activities accurately within CRM , build strong pipeline of opportunities in CRM and provide update in weekly basis. • Need to be an effective speaker and good communicator • Provide financial product demos to existing and new IFAs
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.
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