Relationship Manager (Assistant & Deputy Manager)

Kotak Securities (KSL); Bangalore Rural; On-site; INR 8,00,000 - 12,00,000; Full time

Job summary

A leading financial services firm in Bangalore is seeking a Relationship Manager to assist in new client acquisition and deepen existing client relationships. The role involves selling Equity based investment products and providing tailored investment options based on customer needs. Candidates should demonstrate strong communication and relationship-building skills. Interested applicants can send their resumes via email to the provided contact.

Responsibilities

• Responsible for new client acquisition and building relationships with clients.
• Selling Equity based investment products.
• Identifying customer needs and providing investment options.
• Achieving monthly targets as assigned.
• Providing regular updates to superiors.

Job description

Role : Relationship Manager

Designation : Assistant Manager / Deputy Manager

Location : Bangalore

Roles & Responsibilities

• Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with 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 an when required

Interested candidates, Mail your Resume to [e-mail] or(8422917233)