KCP - Senior Relationship Manager -West
Kotak Securities · Remote
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Collected role description
<p class="MsoNormal"><b>Role </b></p><p><b></b></p><b></b><p class="MsoNormal" style="margin-left:36pt;text-indent:-18pt;"><span style="font-family:Arial, sans-serif;"> • <span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To manage Mutual Funds, PMS, AIF and all-other Wealth Distribution Products.</span></p><p></p><p class="MsoNormal" style="margin-left:36pt;text-indent:-18pt;"><span style="font-family:Arial, sans-serif;"> • <span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To manage the relationship with external fund houses which are product manufacturers.</span></p><p></p><p class="MsoNormal" style="margin-left:36pt;text-indent:-18pt;"><span style="font-family:Arial, sans-serif;"> • <span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>To implement relevant strategic & tactical management initiatives.</p><p></p><p class="MsoNormal" style="margin-left:36pt;text-indent:-18pt;"><span style="font-family:Arial, sans-serif;"> • <span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To support the channel by assisting them with timely reverts on product related queries.</span></p><p></p><p class="MsoNormal" style="margin-left:36pt;text-indent:-18pt;"><span style="font-family:Arial, sans-serif;"> • <span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To be a key driver of MF & Wealth Products data analytics across the team and generate important reports.</span></p><p></p><p class="MsoNormal" style="margin-left:36pt;text-indent:-18pt;"><span style="font-family:Arial, sans-serif;"> • <span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To assist the Regional Heads to meet the product targets on Wealth distribution. </span></p><p></p><p class="MsoNormal" style="margin-left:36pt;text-indent:-18pt;"><span style="font-family:Arial, sans-serif;"> • <span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Portfolio analysis for existing & prospective clients. </span></p><p></p><p class="MsoNormal" style="margin-left:36pt;text-indent:-18pt;"><span style="font-family:Arial, sans-serif;"> • <span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Regular training of the entire distribution team. </span></p><p></p><p> </p><p class="MsoNormal" style="margin-left:36pt;text-indent:-18pt;"><span style="font-family:Arial, sans-serif;"> • <span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Conceptualize, launch and track Team building activities/exercises in line with the Business requirements. </span></p><p></p>