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.
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