Job I PCG Sales I Kotak Securities I

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Total Applicants: 0 April 18, 2018 Login and Apply
Job Description

Dear Candidate,

Greetings from Kotak Securities Ltd!!

We have an opportunity for PCG Sales with us.

Job Role: Equity Sales

Please find the Job Description:

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 enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
3. Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.

Thanks & Regards
HR Team

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