Deputy Manager - IFA B2B Sales

Kotak Securities (KSL); Kolkata District; On-site; INR 400,000 - 700,000; Full time

Job summary

Kotak Securities (KSL) invites a results-driven professional to build and strengthen relationships with IFAs (independent financial advisors) across our asset offerings. The role focuses on revenue growth from multiple financial products through proactive outreach and cross-selling opportunities.

You will source new acquisition opportunities via outbound calls, nurture existing partnerships, and coordinate with internal teams to resolve operational issues while maintaining high service standards.

Qualifications

• Experience in financial services or wealth management preferred.
• Strong communication and negotiation skills.
• Ability to work with cross-functional teams to close opportunities.

Responsibilities

• Connect with IFAs to drive revenue from various financial products.
• Sourcing new acquisition opportunities via outbound calls, lead generation, and closing deals.
• Strengthen relationships with existing IFAs and identify cross-sell opportunities.

Skills

Lead generation

Outbound calls

Relationship management

Cross-selling

Job description

Role & responsibilities

Connect with IFAs (independent financial advisors) to revenue out of different financial products. These IFAs are already customers for MF asset class.

Sourcing new acqusition opportunities from outbound calls? lead generation/approaching ifa and closing deals.

support operational issues related to different assets.strengthen relationship with existing IFAs to generate business and identify opportunities to cross sell.

Be a value team player, provide support and pave way for overall growth.