Relationship Wealth Manager (West Bengal)

Relationship Wealth Manager (West Bengal)

30 Jul
|
Kotak Securities (KSL)
|
West Bengal

30 Jul

Kotak Securities (KSL)

West Bengal

Role & responsibilities

Grade: E1/ E2 Assistant Manager OR Deputy Manager

Responsible for new client acquisition, building recent relationships and deepening relationships with the existing clients

Will be responsible for primarily selling Equity based investment products.

Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

Responsible for achieving targets as assigned by the organization on a monthly basis.

Provide regular updates to the immediate superior as and when required

Skills & Knowledge

Graduate / Post graduate with 1 to 4 yrs exp in direct selling of financial products from any financial services industry.

Should have good communication & presentation skills.

May have good existing client relationships in the market.

Should be a self-starter, proactive & target oriented.

Should possess strong networking & relationship building skills

📌 Relationship Wealth Manager (West Bengal)
🏢 Kotak Securities (KSL)
📍 West Bengal

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