2 - 6 years
2 - 6 Lacs
Posted:3 days ago|
Platform:
Work from Office
Full Time
Work closely with thebranch team to reach out to high priority and affluent clients.
Understand clientneeds and offer comprehensive wealth management solutions, includinginvestments, insurance, PMS/AIF and structured products.
Achieve AUM andrevenue targets through cross-selling investment products to exiting clients
Ensure high standardsof client servicing and compliance with internal and regulatory guidelines.
Keep updated on markettrends, investment products, and global financial news.
Proactively identifynew business opportunities within existing and potential clients.
Participate inmarketing and client engagement events.
Kotak Securities (KSL)
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