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Alternate Channel*KMBL*N.A.-Dealer - I

Kotak Mahindra Bank·Thane, Mumbai

Pay not stated1–4 yrsFull-time

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About the role

Alternate Channel*KMBL*N.A.-Dealer - I at Kotak Mahindra Bank. Ensure active management of clients & achieve the target active AUM.

What you'll do

  • Ensure active management of clients & achieve the target active AUM
  • Be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
  • Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
  • Achieve healthy revenues without compromising on client profitability
  • Have clear focus on client mining

What you need

  • 1–4 yrs of experience
  • Customer service
  • Communication
  • Any graduate

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