1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
2. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating recent business.
3. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
4. To keep abreast with the market knowledge and market intelligence.
5. Responsible to ensure all activities are in adherence as per Compliance & Risk.
6. Provide regular updates to the immediate superior as and when required.

📌 Digital Business - VRM Cash - East (Kolkata)
🏢 Kotak Securities
📍 Kolkata