Job Description

Job description

Role – Sales Manager – CEC – HNI Direct Channel

Responsibilities

  • Customer interactive role with Portfolio Management experience.
  • Advice and suggesting different investment avenues to HNI clients.
  • Acquiring and catering to new HNI clients.
  • Growing the existing AUM book size.
  • Products- Mutual Fund/ PMS/AIF.

Preferred candidate profile

  • Knowledge of personal finance.
  • Knowledge of financial market.
  • Excellent communication skills.
  • Team Player.
  • Result oriented.
  • Open to learn.
  • Should have knowledge of MS Office.

Educational Qualifications

  • Graduation mandatory
  • Preferred additional qualifications MBA
  • NISM VA Compulsory

Career opportunities and Growth

  • Be part of a growing channel
  • Networking opportunities with UHNI
  • Gain in depth knowledge of various Asset classes

Benefits

Opportunity to be part of HIGHEST BONUS paying organization in AMC industry.

Contact Details – +91 7021752225 | kmamc.talent2@kotak.com

Full Time, Permanent
Retail & B2C Sales
Education
Any Graduate, B.Com in Commerce
Any Postgraduate