Description
Key responsibilities and accountabilities

· To manage a team of dealers and drive business through them.

· 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

· To assist in new client acquisition,



building new relationships and increasing depth in existing relationships

· Keep abreast of the market news, financial trends and current affairs

· To attend post result concalls, analyst meets for improved client servicing

Skills and Knowledge
- Strong understanding on the equity business.
- Prior experience with HNI and Corporate clients is mandatory.

3. Self-driven with passion for financial markets
- Team handling experience needed.
- Should have good communication & presentation skills.

📌 PCGDealing (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai