KCP - Senior Relationship Manager -West
Kotak Securities · Bund Garden Road, Pune, Maharashtra, India
About The Role
Role • To manage Mutual Funds, PMS, AIF and all-other Wealth Distribution Products. • To manage the relationship with external fund houses which are product manufacturers. • To implement relevant strategic & tactical management initiatives. • To support the channel by assisting them with timely reverts on product related queries. • To be a key driver of MF & Wealth Products data analytics across the team and generate important reports. • To assist the Regional Heads to meet the product targets on Wealth distribution. • Portfolio analysis for existing & prospective clients. • Regular training of the entire distribution team. • Conceptualize, launch and track Team building activities/exercises in line with the Business requirements.
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