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 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.

Skills

- 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 solid communication skills.
- NISM/NCFM VIII certificate is necessary.

📌 Deputy Manager (West Bengal)
🏢 Kotak Securities (KSL)
📍 West Bengal