Virtual Relationship Manager - NISM 8 Certificate Mandatory

Greetings from Kotak Securities !!!!

We have an Opening for Deal Smart @ Kotak Securities

"NISM 8 IS MANDATORY"

Department: Digital Business Unit

Role: Virtual relationship manager

Designation: E1 Assistant Manager

Location: Ahmedabad

Job Description:

• Managing of 3000 to 5000 customers per dealer.
• To achieve healthy revenues without compromising on clients profitability.
• Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
• Propose investment options based on customer needs by assessing their risk appetite.
• Support the client decision making with use of technology enabled tools
• Develop Knowledge of market news, financial trends and current affairs
• Analyze customer portfolio & give appropriate advice
• Responsible to ensure all activities are in adherence as per Compliance & Risk.
• Assist in increasing depth in existing relationships

Mail - bhagyashree.karpe@kotak.com

Contact - +91 2242858419