Elite Client Service - Relationship Manager - South

Kotak Securities Limited; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Kotak Securities Limited in Bengaluru is seeking a Relationship Manager for Elite Client Services to build and deepen client relationships at a full-time level. The role focuses on acquiring new clients and expanding existing portfolios with equity-based investment products.

You will assess client needs and risk appetite, propose suitable options, and work toward monthly targets while maintaining clear communication with your supervisor.

Qualifications

• Responsible for new client acquisition and deepening relationships.
• Sell equity-based investment products to clients.
• Identify customer needs, assess risk appetite and provide investment options.
• Achieve monthly targets and report to supervisor.

Responsibilities

• Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
• Will be responsible for primarily selling Equity based investment products.
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as andwhen required

Skills

Client acquisition

Relationship management

Sales focus

Equity investments

Job description

Elite Client Service - Relationship Manager - South A N Plaza, Bangalore, Karnataka, India ..+ 2 Full Time

Job Description

Job Description

• Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
• Will be responsible for primarily selling Equity based investment products.
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as andwhen required

Job Snapshot

Updated Date

02-11-2026

Job ID

Job_978

Department Layer-

Elite Client Services

Location