Kotak Securities Ltd Alternate Channel - Dealer - Pune

Department: Alternate Channel

Designation: Equity Dealer

Grade: E1/E2- Assistant Manager / Deputy Manager

Years of Exp : 1 to 4 Years

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 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•

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 positive communication & presentation skills.

• Should be a self-starter, proactive & target oriented.

• Should possess robust communication skills.

• NISM/NCFM VIII certificate is necessary.

Prepare: About our company, Stock Market, BSE, NSE, Equity Market, Trading A/C ,DE- mat A/C

If you are interested kindly share your updated CV and revert on the same

NOTE: Please mentioned CRC Saloni Vishwakarma on Top of your resume while coming for an interview

📌 Equity Dealer Uttar Pradesh
🏢 Kotak Securities (KSL)
📍 Uttar Pradesh