
Relationship Manager
2 days ago
Key Responsibilities:
- Acquire new clients through direct sales and convert leads into long-term relationships.
- Pitch and sell Kotak Securities products (Demat, Trading Accounts, Investment Plans, Mutual Funds, etc.).
- Build and manage strong relationships with clients to ensure customer satisfaction and retention.
- Meet and exceed monthly/quarterly sales and revenue targets.
- Generate leads through field visits, references, and networking.
- Maintain accurate records of client interactions, sales activities, and reports.
- Provide clients with updates on new products, services, and market trends.
- Work closely with internal teams to ensure smooth onboarding and servicing of clients.
Key Requirements:
- Graduate/Post Graduate in any discipline (MBA/Finance preferred).
- 15 years of experience in Direct Sales, BFSI, or related field.
- Strong communication, negotiation, and interpersonal skills.
- Good understanding of financial markets and investment products
- Self-motivated, target-driven, and ability to work under pressure.
- Should be open to field sales and client acquisition activities.
- Male candidate preferred (local Vijayawada candidates will be given priority).
Compensation & Benefits:
- Competitive CTC up to 7 LPA (Fixed + Incentives).
- Performance-based incentives and rewards.
- Career growth opportunities within Kotak Securities.
- Exposure to diverse financial products and client portfolios.
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