Dealer - I
Kotak Securities
46d ago

Job Role

  • To ensure active management of clients.
  • 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 Meetings & update the same in the meeting tracker
  • To attain maximum reach of investment ideas / stock calls initiated
  • To assist in new 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.
  • Requirements

  • Graduate / Post graduate with 2 4 yrs experience.
  • Should have good communication & presentation skills.
  • Should be a self-starter, proactive & target oriented.
  • Should possess strong communication skills.
  • Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives
  • Apply
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