HNI Equity Dealer - Bengaluru, India - Kotak Securities
Description
Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes.
Supported by a strong research team, robust digital trading platform & a large branch network, KSL processes lakhs of secondary market trades every day.
A one stop shop to clients Investment needs in-Direct stock trading, MF/PMS/AIF/Bonds/Corporate FD's, Global equity investments, Unlisted & Pre IPO funds, Credit Solutions- LAS, ESOP financing, IPO funding, Business & Consumer loans, and Life & General Insurance, Estate planning among others.
Position SummaryWe are looking at expanding ourPCG Dealing
as we feel in the current regulatory environment a broking house will be better placed in comparison to a bank to offer interesting & effective investment products to clients.
PCG Dealing
in the broking house understand the pulse of the markets since they have lot of access to quality research.
Position :
Private Client Group - PCG DealingReporting to : Vice PresidentLocations : Bangalore, Hyderabad, Chennai
ResponsibilitiesManaging financial portfolios of and on boarding High net-worth individuals and Corporate ClienteleResponsible for identifying customer needs, assessing their risk appetite and providing them investment options.
Preferred EligibilityMinimum of 4+ years of experience as a Equity Dealer/trader in a broking firm.
Certified in NISM/NCFM VIII certificate is Mandatory.
Must have a sound understanding/knowledge of capital markets.
If you wish to apply for this job position, please send in your application to