Virtual Relationship Manager

7 days ago


Mumbai, Maharashtra, India Kotak Securities (KSL) Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Department : Digital Business unit

Grade : E1/E2 Assistant Manager/Deputy Manger

Job Role : (VRM)

Working Days : Mon to Fri

  • (NISM VIII) Mandatory

Roles & Responsibilities :

  • Managing of 100 to 1500 customers per dealer.
  • To achieve healthy revenues without compromising on clients profitability.
  • Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
  • Propose investment options based on customer needs by assessing their risk appetite.
  • Support the client decision making with use of technology enabled tools
  • Develop Knowledge of market news, financial trends and current affairs.

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