Description

Key responsibilities and accountabilities

· To manage a team of dealers and drive business through them.

· 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 clients 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

· To assist in new client acquisition,



building new relationships and increasing depth in existing relationships

· Keep abreast of the market news, financial trends and current affairs

· �� To attend post result concalls, analyst meets for improved client servicing

Skills and Knowledge

1. Strong understanding on the equity business.
2. Prior experience with HNI and Corporate clients is mandatory.

3. Self-driven with passion for financial markets
1. Team handling experience needed.
2. Should have valuable communication & presentation skills.

📌 PCGDealing (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai