K
Kotak Securities (KSL)
Relationship Manager-Wealth
2 months ago
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Important information
Contract type:
Permanent
Location:
Kolkata, West Bengal, India
Work mode:
Onsite
Published on:
17 August 2026
What they need
Role & responsibilities
- Building new relationships and deepening relationships with the existing clients & sourcing new clients.
- 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 and when required
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