Virtual Relationship Manager (VRM) - TPP
Kotak Securities (KSL)
- Posted: 5 months ago
- Openings: 10
- Applicants: 0
Job Description
Department : Digital Business unit
Grade : E1/E2 Assistant Manager/Deputy Manger
Job Role : (VRM - TPP)
- (NISM VIII) Mandatory
Roles & Responsibilities :
- • Managing 150 to 200 potential leads of customers per day.
- • Should have complete knowledge about MF,EQUITY
- • Good communication skills.
- • Sharing investment ideas to the clients based on their needs.
- • Generating revenues without compromising on clients risk and profitability.
- • Should develop knowledge of market news, financial trends and current affairs.
- • Analyze customer portfolio & give appropriate advice
- • Responsible to ensure all activities are in adherence as per Compliance & Risk
Mail - kap.divya@kotak.com
More Info
Education
Any Graduate
Not Disclosed
Required Skills
NISM 8
nism
Portfolio management
Investment Performance
TPP
Fundamental analysis
Investment Advisory
Revenue generation
Contact Details
Kotak Securities (KSL)
+91 987654567
ks.ccd@kotak.com
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