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.
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