Wealth Manager (Deputy Manager/ Manager)

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

Job summary

Kotak Securities (KSL) invites applications for a Wealth RM position at Ahmedabad. The role centers on selling equity-based investments to a Wealth client base, with emphasis on servicing and driving revenue alongside the Wealth team.

The candidate should demonstrate excellent communication and presentation skills, be a self-starter, proactive and target oriented, and possess strong networking and relationship-building abilities to cultivate client references.

Qualifications

• Should have good communication & presentation skills.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills.

Responsibilities

• Sell equity-based investment products to the Wealth customer base.
• Develop business, maximize revenue and achieve sales targets; trade actively with Wealth team.
• Service clients and generate references from partner Wealth customers.

Skills

Communication skills

Self-starter

Networking skills

Relationship building

Job description

Role - Wealth RM

Location - 16 FloorShapathV, SG Highway,Opp Karnavati Club, S G Highway, Ahmedabadpin: 380051

Designation - Manager / Deputy Manager

Roles & Responsibilities:

• Will be responsible for selling Equity based investment products to this set of Wealth customer base.
• Should have effective servicing skills and should be excellent in conflict management.
• Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients acquired from the assigned area, trade actively.
• Responsible for servicing and generating references from the partner Wealth customer base.

Job Requirements:

• Should have good communication & presentation skills.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills