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PCG Dealer

Kotak Securities
Mumbai Mumbai, Maharashtra Maharashtra, Maharashtra, India
Competitive Salary
Closing date
Feb 13, 2024

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Job Role
Contract Type
Full Time
  • 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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