Job DescriptionJob Role- 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.

📌 Alternate Channel Kmbl N.A.-Dealer - I (Ahmedabad)
🏢 Kotak Mahindra
📍 Ahmedabad