Posted:1 week ago|
Platform:
Work from Office
Full Time
This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition.
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
Kotak Securities (KSL)
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
2.0 - 4.0 Lacs P.A.
palakkad, coimbatore
Experience: Not specified
2.25 - 4.0 Lacs P.A.
1.0 - 3.75 Lacs P.A.
visakhapatnam, hyderabad, chennai, bengaluru
2.5 - 6.0 Lacs P.A.
nagpur, thane, pune, mumbai (all areas), vashi, andheri
1.0 - 5.0 Lacs P.A.
noida, ghaziabad, new delhi, faridabad, gurugram, delhi / ncr
1.0 - 4.0 Lacs P.A.
ernakulam, chennai, thiruvananthapuram
3.0 - 4.25 Lacs P.A.
ahmedabad
1.5 - 4.0 Lacs P.A.
thane, navi mumbai, mumbai (all areas)
Experience: Not specified
0.5 - 3.0 Lacs P.A.
jalgaon, ratnagiri, aurangabad
2.5 - 4.25 Lacs P.A.
