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1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancementachieved through an in-depth analysis of the client's profileso as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
3. Will be responsible for primarily selling Equity based investment products.
4. Cross-Sell of Third party products like Mutual Funds, Assets (from KMBL), Bonds, PMS & Structured products.
Established in 1994, Kotak Securities is one of the oldest and largest Equity Broking House in India. As a subsidiary of Kotak Mahindra Bank Ltd, we bring the opportunities in capital markets by enabling our customers through knowledge and technology. Our dedicated and accredited in-house research division publishes various sector & company-specific research studies, offers a macro economic outlook and provides fundamental and technical analysis of stocks that investors can avail before investing in the capital markets.
Job ID: 67801475
