PCG Dealer - Mumbai, India - Kotak Securities

Description

Duties & Responsibilities :

Managing 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.

Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioAttain maximum reach of investment ideas/stock calls initiatedAchieve healthy revenues without compromising on clients profitabilityEnsure active management of clients & achieve the target active AUMHave clear focus on client miningAssist in new client acquisition, building new relationships and increasing depth in existing relationshipsConduct regular Client Meetings & update the same in the meeting trackerKeep 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.