Walk-in | Relationship Manager

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

Job summary

Kotak Securities (KSL) in Kolkata seeks an ambitious Relationship Manager to actively grow the client base and AUM by understanding client needs and risk appetite. You will present investment options, provide market updates, and maintain strong client engagement through regular meetings and proactive portfolio reviews.

Responsibilities include client mining, acquiring new relationships, and updating meeting trackers to ensure accurate records and revenue growth while keeping client profitability

Job description

Key responsibilities and accountabilities

1. To ensure active management of clients & achieve the target active AUM

2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

4. To achieve healthy revenues without compromising on clients profitability

5. To have clear focus on client mining

6. To conduct regular Client Meetings & update the same in the meeting tracker

7. To attain maximum reach of investment ideas/stock calls initiated

8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships

9. Keep abreast of the market news, financial trends and current affairs

10. To attend post result concals, analyst meets for improved client servicing