2 - 7 years
2 - 6 Lacs
Posted:3 days ago|
Platform:
Work from Office
Full Time
Workclosely with the branch team to reach out to high priority and affluentclients.
Understandclient needs and offer comprehensive wealth management solutions, includinginvestments, insurance, PMS/AIF and structured products.
AchieveAUM and revenue targets through cross-selling investment products to exitingclients
Ensurehigh standards of client servicing and compliance with internal and regulatoryguidelines.
Keepupdated on market trends, investment products, and global financial news.
Proactivelyidentify new business opportunities within existing and potential clients.
Participatein marketing and client engagement events.
Kotak Securities (KSL)
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