15 Jun
|
Kotak Securities
|
India
15 Jun
Kotak Securities
India
Apply on Kit Job: kitjob.in/job/4qh5bk
- 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 clients profitability
- To have explicit 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, understanding of Annual reports
- To do new client acquisition, build new relationships and increasing depth in existing relationships
- To sell Third party products
- Keep abreast of the market news, financial trends and current affairs
- To attend post result concalls, analyst meets for improved client servicing
Apply on Kit Job: kitjob.in/job/4qh5bk
📌 PCG Dealer (India)
🏢 Kotak Securities
📍 India