Kotak Securities is Looking for Alternate Channel*KMBL*NADealer I Full Time

Job Role

• 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 client profitability

• To have clear focus on client mining

• To conduct regular Client Meetings & update the same in the meeting tracker

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

• Keep abreast of the market news, financial trends and current affairs

• To attend post result con-calls, analyst meets for improved client servicing.

Skills

• Graduate / Post graduate with 1 to 4 yrs experience.

• Should have good communication & presentation skills.

• Should be a self-starter, proactive & target oriented.

• Should possess strong communication skills.

• NISM/NCFM VIII certificate is necessary.