Kotak Securities
Location
Noida | India
Job description
Job Role
. To ensure active management of clients & achieve the targetactive 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.
Job tags
Salary
