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    PCG Dealer - India, Mumbai - Kotak Securities

    Kotak Securities
    Kotak Securities India, Mumbai

    5 days ago

    Default job background
    Full time Accounting / Finance
    Description
    • 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 clients 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, understanding of Annual reports
    • To do new client acquisition, build new relationships and increasing depth in existing relationships
    • To sell Third party products
    • Keep abreast of the market news, financial trends and current affairs
    • To attend post result concalls, analyst meets for improved client servicing
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