Role

• To manage Mutual Funds, PMS, AIF and all-other Wealth Distribution Products.

• To manage the relationship with external fund houses which are product manufacturers.

• To implement relevant strategic & tactical management initiatives.

• To support the channel by assisting them with timely reverts on product related queries.

• To be a key driver of MF & Wealth Products data analytics across the team and generate significant reports.

• To assist the Regional Heads to meet the product targets on Wealth distribution.

• Portfolio analysis for existing & prospective clients.

• Regular training of the entire distribution team.

• Conceptualize, launch and track Team building activities/exercises in line with the Business requirements.

📌 KCP - Senior Relationship Manager -West (Pune)
🏢 Kotak Securities
📍 Pune