Kotak Securities Ltd
Kolkata – www.kotaksecurities.com – 18/03/2023
Salary – Based on Current
Job Title
PCG Wealth RM
Company Profile
Kotak Securities Limited (KSL), a subsidiary of Kotak Mahindra Bank, is one of India’s largest full-service stock broking firms catering to retail and institutional investors across all segments of the capital market. Through a tie-up with partner brokers, the company also provides direct access to the US markets.
Job Profile & Responsibilities
- Will be responsible for selling Equity based investment products to this set of Wealth customer base.
- Should have effective servicing skills and should be excellent in conflict management. .
- Will be responsible to develop business, maximize revenue generation & achieve sales targets.
- Will work in close coordination with the Wealth team to ensure all clients acquired from the assigned area, trade actively.
- Responsible for servicing and generating references from the partner Wealth customer base.
Preferred Qualifications
- Graduate/ Post Graduate.
- CWM Certification.
Desired Candidate Profile
- Should have good communication & presentation skills.
- Should be a self-starter, proactive & target oriented.
- Should possess strong networking & relationship building skills.
