PCG wealth Manager (Mumbai)

PCG wealth Manager (Mumbai)

12 Oct
|
Kotak Securities (KSL)
|
Mumbai

12 Oct

Kotak Securities (KSL)

Mumbai

Key Responsibilities:

- Acquire current clients for Equity, Derivatives, Mutual Funds, Insurance, and Broking services.

- Generate revenue through client acquisition, cross-selling, and trading activation.

- Build and maintain strong client relationships.

- Provide market updates and investment solutions to clients.

- Ensure smooth onboarding, KYC completion, and account activation.

Eligibility:

- 2-5 years of experience in Client Acquisition, Sales, Wealth Management, Broking, or Financial Services.

- Strong knowledge of Equity, Derivatives, Mutual Funds, and Financial Markets.

- NISM/AMFI certification preferred.

- Excellent communication and relationship management skills.

- Target-driven and self-motivated professional.

📌 PCG wealth Manager (Mumbai)
🏢 Kotak Securities (KSL)
📍 Mumbai

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