Job Description:
Reactivation of inactive/dormant/Inoperative Demat Ac.
To achieve healthy revenues without compromising on clients profitability.
Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
Propose investment options based on customer needs by assessing their risk appetite.
Support the client decision making with use of technology enabled tools
Develop Knowledge of market news, financial trends and current affairs
Analyze customer portfolio & give appropriate advice
Responsible to ensure all activities are in adherence as per Compliance & Risk.
Assist in increasing depth in existing relationships
NOTE - Please Mentioned CRC Komal Kanojia on top of your resume while coming for an interview.
📌 Assistant Manager Reactivation Department Mumbai (India)
🏢 Kotak Securities (KSL)
📍 India
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