Alternate Channel*KMBL*N.A.-Dealer - I

Kotak Mahindra Bank; Mumbai; On-site; INR 600,000 - 800,000; Full time

Job summary

Kotak Mahindra Bank is actively seeking candidates to manage client relationships and achieve targeted AUM. The role requires identifying customer needs, providing investment options, and offering regular updates regarding market changes.

The ideal candidate should be a graduate or post-graduate with 1 to 4 years of experience, possessing strong communication skills, and a proactive, self-starter attitude. An NISM/NCFM VIII certificate is a must.

Qualifications

• 1 to 4 years of experience in a relevant field.
• Strong communication and presentation skills.
• Self-starter, proactive, and target oriented.

Responsibilities

• Manage clients and achieve target active AUM.
• Assess client needs and provide investment options.
• Update clients on market changes and portfolio updates.
• Conduct regular client meetings and update meeting tracker.
• Stay informed of market news and financial trends.

Skills

Good communication skills

Presentation skills

Self-starter

Proactive

Target oriented

Knowledge of financial trends

Education

Graduate / Post graduate

Tools

NISM/NCFM VIII certificate

Job description

Job Role

• To ensure active management of clients & achieve the target active AUM
• To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
• To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
• To achieve healthy revenues without compromising on client profitability
• To have clear focus on client mining
• To conduct regular Client Meetings & update the same in the meeting tracker
• To attain maximum reach of investment ideas/stock calls initiated
• Keep abreast of the market news, financial trends and current affairs
• To attend post result con-calls, analyst meets for improved client servicing.

Skills

• Graduate / Post graduate with 1 to 4 yrs experience.
• Should have good communication & presentation skills.
• Should be a self-starter, proactive & target oriented.
• Should possess strong communication skills.
• NISM/NCFM VIII certificate is necessary.