KCP - Team Member -West

Role overview

KCP - Team Member -West at Kotak Securities

Responsibilities

• Support operational issues related to different assets
• Provide financial product demos to existing and new IFAs

Required qualifications

• Position/Function Kotak Connect Sales - Relationship Manager Qualification Full time under graduation is mandatory No. of years of Experience 1+ years into BFSI Sales Others Fulltime, Work from office Job Responsibility

Additional role details

• Responsible for scoping of area of sales and operations and implementing strategies to increase productivity and performance with regard to financial products
• Connect with IFAs (Independent Financial Advisors) to revenue out of different financial products.
• These IFAs are already customers for Mutual Fund Asset class
• Sourcing new acquisition opportunities from outbound calls / Lead generation / approaching IFA and closing deals.
• Strengthen relationship with existing IFAs to generate business and identify opportunities to cross sell
• Maintain a list of new initiatives, discuss with the reporting head & prioritize.
• Identify opportunities in the market and be adept at the happening in the industry.
• Be a valued team player, provide support and pave way for overall growth.
• Research accounts identify key players and generate interest.
• Log all activities accurately within CRM , build strong pipeline of opportunities in CRM and provide update in weekly basis.
• Need to be an effective speaker and good communicator