Kotak Securities

Mumbai – www.kotaksecurities.com – 15/03/2023

Salary – Based on current CTC

Job Title

PCG – Sales Trader

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 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.
  • To assist in new client acquisition, building new relationships and increasing depth in existing relationships.
  • Keep abreast of the market news, financial trends and current affairs.
  • To attend post result concals, analyst meets for improved client servicing.

Preferred Qualifications

  • Graduate/Post graduate.
  • MBA in finance (preferred).
  • CWM certification.

Desired Candidate Profile

  • Should have 3 to 8 years of experience.
  • Proficiency in economics, accounting, financial statements and/or statistics.
  • Familiarity with financial risk management strategies.
  • Should have good communication & presentation skills.
  • Should be a self-starter, proactive & target oriented.
  • Should possess strong networking & relationship building skills.
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