Dealer - I
Kotak Securities
6d ago

Job Role

  • To ensure active management of clients.
  • To be responsible for identifying customerneeds, assessing their risk appetite and providing them investment options
  • To provide regular updates to the clientsregarding the market changes and subsequent changes to the portfolio
  • To achieve healthy revenues without compromisingon clients profitability
  • To have clear focus on client mining
  • To conduct regular Client Meetings & updatethe same in the meeting tracker
  • To attain maximum reach of investmentideas / stock calls initiated
  • To assist in new client acquisition, buildingnew relationships and increasing depth in existing relationships
  • Keep abreast of the market news, financialtrends and current affairs
  • To attend post result concals, analyst meets forimproved client servicing.
  • Requirements

  • Graduate / Post graduate with 2 4 yrsexperience.
  • Should have good communication &presentation skills.
  • Should be a self-starter, proactive & targetoriented.
  • Should possess strong communication skills.
  • Should becertified in NSE Cash, NSE Derivatives, BSE Cash & NISM CurrencyDerivatives
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