Broking - Manager - Affluent Client Relations – North

Kotak Securities · Remote

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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

· Work closely with the branch team to reach out to high priority and affluent clients. · Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. · Achieve AUM and revenue targets through cross-selling investment products to exiting clients · Ensure high standards of client servicing and compliance with internal and regulatory guidelines. · Keep updated on market trends, investment products, and global financial news. · Proactively identify new business opportunities within existing and potential clients. · Participate in marketing and client engagement events.