Job Description:
- End to End guidance for first trade activation of current 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 CANDIDATE KINDLY SEND ME YOUR UPDATED CV ON MAIL -
[email protected]
Mention On your cv - Reference Aarti Pawar CRC
📌 Walk-in || Assistant Manager (Ahmedabad)
🏢 Kotak Securities (KSL)
📍 Ahmedabad