Wealth Manager Jharkhand

Wealth Manager Jharkhand

02 Aug
|
Kotak Securities (KSL)
|
Jharkhand

02 Aug

Kotak Securities (KSL)

Jharkhand

Role & responsibilities

Clients 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 selling of financial products from any financial services industry.

Should have valuable communication & presentation skills.

May have good existing client relationships in the market.

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

Should possess robust networking & relationship building skills

Recruiter - Joydeep Roy

📌 Wealth Manager Jharkhand
🏢 Kotak Securities (KSL)
📍 Jharkhand

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