Department : Digital Business unit
Grade : E1/E2 Assistant Manager/Deputy Manger
Job Role : Virtual Relationship Manager
- (NISM VIII) Mandatory
Roles & Responsibilities :
- • Managing 150 to 200 potential leads of customers per day.
- • Should have complete knowledge about MF,EQUITY
- • Valuable communication skills.
- • Sharing investment ideas to the clients based on their needs.
- • Generating revenues without compromising on clients risk and profitability.
- • Should develop knowledge of market news, financial trends and current affairs.
- • Analyze customer portfolio & give appropriate advice
- • Responsible to ensure all activities are in adherence as per Compliance & Risk
Mail -
[email protected]
📌 Virtual Relationship Manager (VRM) (Ahmedabad)
🏢 Kotak Securities (KSL)
📍 Ahmedabad