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Job Role
. To ensure active management of clients & achieve the targetactive 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.
Established in 1994, Kotak Securities is one of the oldest and largest Equity Broking House in India. As a subsidiary of Kotak Mahindra Bank Ltd, we bring the opportunities in capital markets by enabling our customers through knowledge and technology. Our dedicated and accredited in-house research division publishes various sector & company-specific research studies, offers a macro economic outlook and provides fundamental and technical analysis of stocks that investors can avail before investing in the capital markets.
Job ID: 71055007
