PCG Dealer - Mumbai, India - Kotak Securities

Description

Duties & Responsibilities:

• Managing financial portfolios of and on boarding High net-worth individuals and Corporate Clientele
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
• Attain maximum reach of investment ideas/stock calls initiated
• Achieve healthy revenues without compromising on clients profitability
• Ensure active management of clients & achieve the target active AUM
• Have clear focus on client mining
• Assist in new client acquisition, building new relationships and increasing depth in existing relationships
• Conduct regular Client Meetings & update the same in the meeting tracker
• Keep abreast of the market news, financial trends and current affairs

Desire Candidature:

• Minimum of 4 years of experience as a Equity trader/trader in current company.
• Certified in NISM/NCFM VIII certificate is Mandatory.
• Good communication skills, both written and verbal.
• Must have a sound understanding/knowledge of capital markets.
• Should be result-oriented, self-starter, proactive, good communication skills.