Key responsibilities and accountabilities

1. To ensure active management of clients & achieve the target active AUM

2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

4. To achieve healthy revenues without compromising on clients profitability

- To have clear focus on client mining

6. 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 recent relationships and increasing depth in existing relationships

9. Keep abreast of the market news,



financial trends and current affairs

To attend post result concals, analyst meets for improved client servicing

Skills & Knowledge

1. Graduate / Post graduate with 3 to 8 years of experience

2. MBA in finance (preferred)

3. Proficiency in economics, accounting, financial statements and/or statistics

4. Familiarity with financial risk management strategies

5. Should have good communication & presentation skills.

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

7. Should possess strong networking & relationship building skills

📌 PCG Dealing (India)
🏢 Kotak Securities
📍 India