Virtual Relationship Manager (VRM)

Kotak Securities (KSL); Ahmedabad District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Kotak Securities (KSL) in Ahmedabad seeks a Virtual Relationship Manager for the Digital Business unit. You will manage 150–200 daily leads, offer guidance on mutual funds and equities, and share tailored investment ideas to clients.

Strong communication, compliance awareness, and portfolio analysis skills are essential to generate revenue while protecting client risk and profitability.

Qualifications

• NISM VIII certification mandatory.
• Should handle 150–200 daily leads.
• Strong communication and MF/Equity knowledge.

Responsibilities

• Manage 150–200 potential leads per day.
• Provide investment ideas to clients based on needs.
• Share market insights and financial trends with clients.
• Analyze client portfolios and give appropriate advice.
• Ensure activities adhere to Compliance & Risk requirements.

Skills

Communication

MF knowledge

Equity knowledge

Lead generation

Portfolio analysis

Client advisory

Education

NISM VIII Certification

Job description

Department : Digital Business unit

Grade : E1/E2 Assistant Manager/Deputy Manger

Job Role : Virtual Relationship Manager

• (NISM VIII) Mandatory

Roles & Responsibilities :

• Managing 150 to 200 potential leads of customers per day.
• Should have complete knowledge about MF,EQUITY
• Good communication skills.
• Sharing investment ideas to the clients based on their needs.
• Generating revenues without compromising on clients risk and profitability.
• Should develop knowledge of market news, financial trends and current affairs.
• Analyze customer portfolio & give appropriate advice
• Responsible to ensure all activities are in adherence as per Compliance & Risk