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Alternate Channel KMBL N.A.-Dealer - I

Kotak Mahindra
1-4 Years
Ahmedabad, India
  • Posted 2 hours ago
  • Be among the first 10 applicants

Job Description

Job Role

  • To ensure active management of clients & achieve the target active AUM
  • To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
  • To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
  • To achieve healthy revenues without compromising on client profitability
  • To have clear focus on client mining
  • To conduct regular Client Meetings & update the same in the meeting tracker
  • To attain maximum reach of investment ideas/stock calls initiated
  • Keep abreast of the market news, financial trends and current affairs
  • To attend post result con-calls, analyst meets for improved client servicing.

Skills

  • Graduate / Post graduate with 1 to 4 yrs experience.
  • Should have good communication & presentation skills.
  • Should be a self-starter, proactive & target oriented.
  • Should possess strong communication skills.
  • NISM/NCFM VIII certificate is necessary.

More Info

Job Type:
Permanent Job
Industry:
Other
Employment Type:
Full time

About Company

Job ID: 152156135

Last Updated: 10-08-2026 09:58:38 PM
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