Elite Client Services - Relationship Manager - West

Kotak Securities Limited; Mumbai; Sur place; INR 600 000 - 900 000; Plein temps

Résumé du poste

Kotak Securities Limited in Mumbai is seeking a Relationship Manager for West Andheri to drive new client acquisition and deepen existing client relationships. You will primarily sell equity-based investment products, assess customer needs and risk appetite, and achieve monthly targets while keeping your supervisor updated.

This role requires strong communication and a client-first approach in a fast-paced financial environment.

Qualifications

• Experience in acquiring new clients and managing relationships.
• Ability to sell equity-based investment products.
• Proficiency in assessing customer risk appetite and offering investment options.
• Track record of meeting monthly targets.
• Ability to provide timely updates to a supervisor.

Responsabilités

• 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.

Connaissances

Client acquisition

Relationship management

Sales

Investment options

Needs assessment

Target achievement

Description du poste

Elite Client Services - Relationship Manager - West Andheri, Mumbai, Maharashtra, India ..+ 1 Full Time

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

27-10-2026

Job ID

Job_738

Department

Elite Client Services