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Elite Client Services - Regional Manager - North 1

Kotak Securities

Skills

Required

  • MNI
  • HNI
  • Branch operations

Responsible for revenue generation in terms of brokerage for the Region, to achieve the Region income and manage profitability of the branch.

Responsibilities

  • Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets.
  • Responsible to manage team of Equity dealer / equity advisors & generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
  • Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
  • Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch
  • Provide regular updates to the immediate superior as and when required