- Managing of 3000 to 5000 customers per dealer.
- 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
- Analyse customer portfolio & give appropriate advice
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
- Assist in increasing depth in existing relationships
📌 Digital Business - Team Member - Corporate (Mumbai)
🏢 Kotak Securities
📍 Mumbai
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