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 transparent 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.

Preferred candidate profile

- Graduate / Postgraduate with minimum of 2year experience.
- Should have positive communication & presentation skills.
- Should be a self-starter, proactive & target oriented.
- Should possess strong communication skills.
- NISM VIII certificate is mandatory.

NOTE - Please Mentioned CRC Saloni Vishwakarma on top of your resume while coming for an interview.

📌 Walk-in || Equity Dealer-Alternate & Broking Channel (Pune)
🏢 Kotak Securities (KSL)
📍 Pune