PCG Cat 2 - Acquisition RM - East

Role overview

PCG Cat 2 - Acquisition RM - East at Kotak Securities

Ø Responsible for overall business and P&L for Mumbai region in the Kotak Securities Private Client Group.

Ø Meeting revenue targets at product level as assigned by the organization and ensuring high level of productivity for the entire team and the region.

Ø Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc.

Ø Responsible for hiring and retaining relevant talent in the region.

Ø Building learning and knowledge best practices. Educating and handholding frontline staff in understanding market fundamentals and product positioning.

Ø Active interaction with product manufacturers and other stakeholders in order to track local market dynamics.

Ø Conduct events for engagement of existing clients and also for acquisition of new customers.

Ø Achieve high service delivery standards and maximize customer satisfaction.

Ø Excellent interpersonal and networking skills.

Ø Successful working relationships with relevant internal Kotak Securities departments such as branch channel, internal compliance, legal, product and marketing.

Employment details

• Location: India