Senior Relationship Manager

Kotak Securities (KSL); Jamshedpur, Ranchi; On-site; INR 1,400,000 - 2,400,000; Full time

Job summary

Kotak Securities (KSL) invites applications for a Branch Manager in the Broking department in Jamshedpur. The role focuses on revenue generation, profitability and efficient branch operations.

You will lead and develop a team of Relationship Managers and Equity dealers, drive client acquisition through equity products, and maintain long-term relationships with customers, including high-net-worth segments. A 5–7 year track record and 2+ years in team leadership are required; proactive,

Qualifications

• Full-time graduate/PG with 5–7 years of overall experience.

Responsibilities

• Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch.
• Manage a team of Relationship Managers and drive client acquisition target primarily through sale of equity-based investment products, focusing on MNI and HNI segments to achieve targets.
• Lead a team of Equity dealers/advisors & generate brokerage primarily through advising clients on their equity portfolio for long term investments and positional trading ideas in stocks for short/medium term.
• Develop and maintain long-term relationships with customers to maintain high retention and generate new business.
• Oversee all branch operations, IT, compliance & risk-related issues in the branch.
• Provide regular updates to the immediate superior as required.

Skills

Team management

Relationship building

Networking

Self-motivated

Proactive

Collaborative

Education

Graduate / Postgraduate

Job description

Department : Broking

Designation : Branch Manager

Grade : (Manager & Senior Manager)

Job Role:

1. 1) Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch.
2. 2) Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets.
3. 3) Responsible to manage team of Equity dealer / equity advisors & generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
4. 4) Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
5. 5) Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch
6. 6) Provide regular updates to the immediate superior as and when required\

Requirements :

1. 1) A (Full time) Graduate / Post graduate with overall experience of 5 7 years
2. 2) Minimum 2 years into team handling skills.
3. 3) Should be a result oriented, self starter, proactive, strong motivator & collaborative.
4. 4) Focused on team cohesion, dynamics & constantly improve quality of performance.
5. 5) Should possess strong networking & relationship building skills