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PCG Aquisition RM @ Kotak Securities (KSL)

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 PCG Aquisition RM

Job Description

  • Location: BKC, Mumbai
    Department: PCG Key Responsibilities:
    Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research.
    Conduct meetings with potential clients to understand their financial objectives and introduce
    suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account
    activation.
    Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation.
    Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income
    products, and insurance. Actively promote brokerage services to increase trading volumes and client participation.
    Relationship Management: Build and maintain long-term relationships with new and existing clients by offering
    personalized
    financial solutions.
    Regularly communicate with clients to provide updates on market trends, investment strategies,
    and
    portfolio performance.
    Resolve client queries and ensure satisfaction with the companys services.
  • Qualifications: Education:

Post-graduation in finance/marketing field.

Certifications such as NISM (Equity Derivatives, Mutual Funds), AMFI, or equivalent are
preferred.

Experience: 2-5 years of experience in client acquisition, sales, or business development in the financial services or
broking industry.
Proven track record of meeting or exceeding sales and acquisition targets.


Skills and Competencies: Strong knowledge of financial markets, trading platforms, and broking products.
Excellent communication, negotiation, and interpersonal skills.
Goal-oriented, self-motivated, and ability to work under pressure in a target-driven environment. NOTE - Please Mentioned CRC Ritu Kadam on top of your resume while coming for an interview.

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Contact Details:

Company: Kotak Securities (KSL)
Location(s): Mumbai

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Keyskills:   Client Acquisition Account Opening Client Onboarding Cross Selling Relationship Management Revenue Generation Kyc Verification

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Kotak Securities (KSL)

Kotak Securities limited