Digital Relationship Manager

Join our dynamic team as an Account Opening Executive where you’ll play a crucial role in acquiring new clients for Trading/Demat accounts for Kotak Securities Ltd. This position offers the flexibility of working from home, making it convenient for you to excel in your role.

Key Responsibilities

• Acquire new clients for Trading/Demat accounts through various channels including open market sources and assigned leads.
• Utilize networking and self-sourcing techniques to identify and convert potential clients.
• Regularly prospect for new leads and ensure timely conversion into clients.
• Provide personalized support to clients including demo sessions to kickstart their trading activities post-account opening.
• Uphold a customer-first approach, ensuring excellent service delivery.
• Stay updated with market trends and product knowledge to better assist clients.