Role & responsibilities
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 transparent 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 solid communication skills.
NISM/NCFM VIII certificate is necessary.

📌 Equity Dealer West Bengal
🏢 Kotak Securities (KSL)
📍 West Bengal