· To be an Equity Advisor for the top clients of Kotak Securities spread across three verticals (PCG, Alternate Channel & Branches). Manage large HNI clients across regions and build in-depth relationships to drive the business.

· To work in coordination with existing dealing and sales team and provide valued added research based inputs to our large clients.

· To liaison with research teams and provide inputs to clients on sectors, themes, stocks, tactical calls etc.

· To review and analyze existing & prospective client portfolios and advise them, keeping in mind our research recommendations.

· To constantly engage with research team and large clients on regular basis to provide value added inputs.

· To meet large prospective clients along with dealing or sales team of three verticals (to on-board new large clients).

· To ensure MIS is discussed with business managers and leaders and is used to push business and spot gaps.

· To be a key driver of Equity business from targeted large clients of PCG, Bank Channel and Branches.

· To assist and coordinate with internal team members for group meetings,



webinars and other value added offerings for larger clients across locations.

JOB REQUIREMENTS:

· Post graduate with relevant work experience in managing equity/ equity related products.

· Need to have an understanding of equity research (i.e. sectors, businesses and valuations) along with other offerings in the broking space.

· People with background in research & advisory with strong market knowledge will be preferred.

· To have analytical skills to work on data and derive meaningful insights/evaluate various ideas and the ability to execute a business plan.

· Excellent Inter personal skills and ability to work across departments and ability to manage relationships with channel partners.

· To comply with internal compliances & satisfactorily complete internal as well as external audit requirements.

· Need to have good communication skills, be very approachable and should have the ability to maintain positive rapport with all stakeholders.

· To follow best practices of industry, code of conducts and satisfy all regulatory requirements needed from time to time.

📌 Senior Analyst - North & East (Gurugram)
🏢 Kotak Securities
📍 Gurugram