Fund KCP - Team Member Job in Lucknow at Kotak Securities Ltd

Job Responsibility -

• Responsible for scoping of area of sales and operations and implementing strategies to increase productivity and performance with regard to financial products
• Connect with IFAs (Independent Financial Advisors) to revenue out of different financial products. These IFAs are already customers for Mutual Fund Asset class
• Sourcing new acquisition opportunities from outbound calls / Lead generation / approaching IFA and closing deals.
• Support operational issues related to different assets 
• Strengthen relationship with existing IFAs to generate business and identify opportunities to cross sell
• Maintain a list of new initiatives, discuss with the reporting head & prioritize.
• Identify opportunities in the market and be adept at the happening in the industry.
• Be a valued team player, provide support and pave way for overall growth.
• Research accounts identify key players and generate interest.
• Log all activities accurately within CRM , build strong pipeline of opportunities in CRM and provide update in weekly basis.
• Need to be an effective speaker and good communicator 
• Provide financial product demos to existing and new IFAs

Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994. As a subsidiary of Kotak Mahindra Bank Ltd., we provide our customers with opportunities in the capital markets, smart technology, and useful insights to make successful investments.