· To be responsible for dealing coordinators clients

· To be responsible for sourcing new accounts through coordinators

· 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/coordinators Meetings & update the same in the meeting tracker

· To attain maximum reach of investment ideas/stock calls initiated

· To assist in current 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 concals, analyst meets for improved client servicing

📌 Franchisee - Neo Dealer Franchisee - West (Mumbai)
🏢 Kotak Securities
📍 Mumbai