· Work closely with the branch team to reach out to high priority and affluent clients.

· Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.

· Achieve AUM and revenue targets through cross-selling investment products to exiting clients

· Ensure high standards of client servicing and compliance with internal and regulatory guidelines.

· Keep updated on market trends, investment products, and global financial news.

· Proactively identify recent business opportunities within existing and potential clients.

· Participate in marketing and client engagement events.

📌 Broking - Area Manager - Affluent Client Relations - East (Kolkata)
🏢 Kotak Securities
📍 Kolkata