Virtual Relationship Manager (VRM)Cash - NISM 8*

Kotak Securities (KSL); Mumbai; On-site; INR 300,000 - 600,000; Full time

Job summary

Kotak Securities (KSL) in Mumbai seeks a VRM to manage a broad client base while driving portfolio growth and profitability. You will leverage technology-enabled tools to support client decisions and provide insightful market commentary.

The role requires NISM VIII certification, strict compliance with risk guidelines, and the ability to deepen existing relationships while expanding business with dealers.

Qualifications

• NISM VIII certification is mandatory for the role.
• Experience in handling client portfolios and advisory activity.

Responsibilities

• Managing of 100 to 1500 customers per dealer.
• To achieve healthy revenues without compromising on clients profitability.
• Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
• Propose investment options based on customer needs by assessing their risk appetite.
• Support the client decision making with use of technology enabled tools
• Develop Knowledge of market news, financial trends and current affairs.
• Analyse customer portfolio & give appropriate advice
• Responsible to ensure all activities are in adherence as per Compliance & Risk.
• Assist in increasing depth in existing relationships

Education

NISM VIII

Job description

Department : Digital Business unit

Job Role : (VRM)

Working Days : Mon to Fri

• (NISM VIII) Mandatory

Roles & Responsibilities :

• Managing of 100 to 1500 customers per dealer.
• To achieve healthy revenues without compromising on clients profitability.
• Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
• Propose investment options based on customer needs by assessing their risk appetite.
• Support the client decision making with use of technology enabled tools
• Develop Knowledge of market news, financial trends and current affairs.
• Analyse customer portfolio & give appropriate advice
• Responsible to ensure all activities are in adherence as per Compliance & Risk.
• Assist in increasing depth in existing relationships