Job
Description
Job Role- Dealer PCG
Key responsibilities and accountabilities
- 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 Meetings & update the same in the meeting tracker
- To attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reports
- To donew client acquisition, build new relationships and increasing depth in existing relationships
- To sell Third party products
- Keep abreast of the market news, financial trends and current affairs
- To attend post result concalls, analyst meets for improved client servicing
Skills and Knowledge
1. Strong understanding on the equity business.
2. Prior experience with HNI and Corporate clients is mandatory.
3. Self-driven with passion for financial markets
4. Should have good communication & presentation skills.
Desired Candidate Can Share Their Profile
greeshma.chirayil.kotak.com
Contact no. +912242858419
Thanks and Regards,
Team HR,
Kotak Securities