
Kotak Securities
Ahmedabad – www.kotaksecurities.com – 17/03/2023
Salary – Based on current CTC
Job Title
Branch Dealer
Company Profile
Kotak Securities Limited (KSL), a subsidiary of Kotak Mahindra Bank, is one of India’s largest full-service stock broking firms catering to retail and institutional investors across all segments of the capital market. Through a tie-up with partner brokers, the company also provides direct access to the US markets.
Job Profile & Responsibilities
- 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 con-calls, analyst meets for improved client servicing.
Preferred Qualifications
- Graduate / Post graduate.
- NISM/NCFM VIII certificate is necessary.
- CWM Certifications.
Desired Candidate Profile
- Should have experience of 1 to 4 yrs experience.
- Should have good communication & presentation skills.
- Should be a self-starter, proactive & target oriented.
- Should possess strong communication skills.
- NISM/NCFM VIII certificate is necessary.