- 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
Contact : Samantha Dsouza
91 (phone hidden)
Interested candidates can share their resumes on
[email protected]
Role: BFSI, Investments & Trading - Other, Industry Type: Financial Services (Broking), Department: BFSI, Investments & Trading, Employment Type: Full Time, Permanent Role Category: BFSI, Investments & Trading - Other Education UG: Any Graduate Key Skills Skills highlighted with ‘‘ are preferred keyskills Share MarketStock MarketNISMMutual Funds TradingStock BrokingShares
📌 Walk-in || Onboarding - Assistant Manager (Mumbai)
🏢 Kotak Securities (KSL)
📍 Mumbai