Broking - Manager - Affluent Client Relations - South

Kotak Securities · Remote

Source and collection record

Last observed by our collector: 8 October 2026 at 11:38 pm IST. This is not a manual review or a confirmation from the employer.

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Collected role description

<div class="section-heading" style="font-size:16px;line-height:2rem;color:rgb(33,34,35);margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;">Job Description</div><div class="job-description-container" style="font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;font-size:16px;"><div class="job-description-value" style="font-size:0.875rem;line-height:1.25rem;"><p class="MsoNormal" style="margin-bottom:1rem;">· Work closely with the branch team to reach out to high priority and affluent clients.</p><p class="MsoNormal" style="margin-bottom:1rem;">· Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.</p><p class="MsoNormal" style="margin-bottom:1rem;">· Achieve AUM and revenue targets through cross-selling investment products to exiting clients</p><p class="MsoNormal" style="margin-bottom:1rem;">· Ensure high standards of client servicing and compliance with internal and regulatory guidelines.</p><p class="MsoNormal" style="margin-bottom:1rem;">· Keep updated on market trends, investment products, and global financial news.</p><p class="MsoNormal" style="margin-bottom:1rem;">· Proactively identify new business opportunities within existing and potential clients.</p><p class="MsoNormal" style="margin-bottom:1rem;">· Participate in marketing and client engagement events.</p></div></div>