Dealer - Alternate Channel - Lucknow, India - Kotak Securities

Kotak Securities
Kotak Securities
Verified Company
Lucknow, India

5 days ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Full time
Description

Job Role

  • 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 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 concalls, 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 selfstarter, proactive & target oriented.
  • Should possess strong communication skills.
  • NISM/NCFM VIII certificate is necessary.
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