KCP - Senior Relationship Manager -West

Kotak Securities · Remote

Collected role description

KCP - Senior Relationship Manager -West at Kotak Securities

Role
To manage Mutual Funds, PMS, AIF and all-other Wealth Distribution Products.
To manage the relationship with external fund houses which are product manufacturers.
To implement relevant strategic & tactical management initiatives.
To support the channel by assisting them with timely reverts on product related queries.
To be a key driver of MF & Wealth Products data analytics across the team and generate important reports.
To assist the Regional Heads to meet the product targets on Wealth distribution.
Portfolio analysis for existing & prospective clients.
Regular training of the entire distribution team.
Conceptualize, launch and track Team building activities/exercises in line with the Business requirements.