Job description

Role - Equity Dealer

Designation - Assistant Manager/ Deputy Manager

Location - Mangalore

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 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.

Preferred candidate profile:

- Postgraduate in MBA (Freshers with NISM VIII Certification)
- Should have valuable communication & presentation skills.
- Should be a self-starter, proactive & target oriented.
- Should possess strong communication skills.
- NISM VIII certificate is mandatory.

📌 Equity Dealer (Assistant Manager/ Deputy Manager) (Mangalore)
🏢 Kotak Securities (KSL)
📍 Mangalore