MUMBAI · FULLTIME
Relationship Manager - Equity & Investment Products (Bank Channel)

Kotak Securities
Mumbai · onsite · Posted 1d ago
About a minute. You'll make an account on the way through.
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Section · 01
About this role
Key Responsibilities:
- Acquire and manage customers from partner bank branches.
- Sell Equity, Demat, Trading Accounts, and Investment Products.
- Generate revenue through client acquisition, activation, and cross-selling.
- Build strong customer relationships and ensure active trading.
- Coordinate with bank teams to drive business growth and referrals.
Eligibility:
- Graduate/Postgraduate with 1+ year of BFSI, Banking, Broking, or Financial Sales experience.
- Strong communication and relationship management skills.
- Knowledge of Stock Market, Demat & Trading Accounts preferred.
- NISM certification is an added advantage.
Prepare: About our company, Stock Market, BSE, NSE, Equity Market, Trading A/C ,DE- mat A/C
If you are interested kindly share your updated CV and revert on the same
NOTE: Please mentioned CRC Saloni Vishwakarma on Top of your resume while coming for an interview
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Section · 02
Skills
Section · Company
About Kotak Securities

Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
₹3L – ₹4.8L PA
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