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PCG Aquisition RM

PCG Aquisition RM

Kotak Securities (KSL)

2 - 6 years

7 - 9 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

Client Acquisition Account Opening Client Onboarding Cross Selling Relationship Management Revenue Generation Kyc Verification

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Job Type

Full Time

Job Description

Location: BKC, Mumbai Department: PCG Key Responsibilities: Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account activation. Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading volumes and client participation. Relationship Management: Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions. Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance. Resolve client queries and ensure satisfaction with the companys services. Qualifications: Education: Post-graduation in finance/marketing field. Certifications such as NISM (Equity Derivatives, Mutual Funds), AMFI, or equivalent are preferred. Experience : 2-5 years of experience in client acquisition, sales, or business development in the financial services or broking industry. Proven track record of meeting or exceeding sales and acquisition targets. Skills and Competencies: Strong knowledge of financial markets, trading platforms, and broking products. Excellent communication, negotiation, and interpersonal skills. Goal-oriented, self-motivated, and ability to work under pressure in a target-driven environment.

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2 - 6 yrs

INR 7 - 9 Lacs

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Kotak Securities (KSL)

www.kotaksecurities.com

Financial Services

Mumbai

Approximately 2,000 Employees

30 Jobs

Key People

Vishal Suri

Managing Director & CEO
Sanjay K. Ranjan

Chief Financial Officer
Karan Mehta

Head of Equity Research

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PCG Aquisition RM

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Skills Required

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