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Lucknow

    Dealer - Branch Dealing - Lucknow, India - Kotak Mahindra Bank

    Kotak Mahindra Bank
    Kotak Mahindra Bank Lucknow, India

    9 hours ago

    kotak mahindra bank background
    Full time
    Description

    Department: Broking channel

    Designation: Branch Dealer

    Grade: E1 or E2 – Assistant Manager OR Deputy Manager

    Years of Exp: 1 to 4 yrs

    Reporting to: M5

    Location: Lucknow

    Role

  • Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
  • Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
  • To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
  • To keep abreast with the market knowledge and market intelligence.
  • Responsible to ensure all activities are in adherence as per Compliance & Risk.
  • Provide regular updates to the immediate superior as and when required.

    • Skills:

  • Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side
  • Should have sound understanding of capital markets,
  • Should be a result-oriented, self–starter, proactive
  • Should possess strong networking & relationship building skills, and good communication skills.
  • Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.