Broking - Manager - Affluent Client Relations - West
Kotak Securities · Remote
Collected role description
Role overview
Broking - Manager - Affluent Client Relations - West at Kotak Securities
Responsibilities
- Work closely with the branch team to reach out to high priority and affluent clients.
- Ensure high standards of client servicing and compliance with internal and regulatory guidelines.
Additional role details
- 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
- 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.