1-4 years
12 days ago
Job Description

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.


.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.




NCFM VIII certificate

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.