Job Description:
- End to End guidance for first trade activation of recent 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
Interested candidates can share their resumes on
[email protected]
NOTE: Please mentioned CRC Saloni Vishwakarma on Top of your resume while coming for an interview
📌 Walk-in || Onboarding - Assistant Manager (Mumbai)
🏢 Kotak Securities (KSL)
📍 Mumbai