Kotak Securities
Location
Ahmedabad | India
Job description
Franchisee Dealer
. To be responsible for dealing coordinators clients
. To be responsible for sourcing new accounts through coordinators
. To ensure active management of clients & achieve the targetactive AUM
. To be responsible for identifying customer needs, assessing their risk appetite andproviding 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/coordinators 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
Requirement
. Graduate / Post graduate with minimum 1 yr exp in Equities on the client advisory side
. Should have sound understanding of capital markets,
. Should be a result-oriented, self-starter, proactive, good communication skills.
. Should possess strong networking & relationship building skills.
. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives
Job tags
Salary
