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Elite Client Services - Relationship Manager - North

Kotak Securities

Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients

Responsibilities

  • Will be responsible for primarily selling Equity based investment products.
  • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
  • Responsible for achieving targets as assigned by the organization on a monthly basis.
  • Provide regular updates to the immediate superior as andwhen required