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Kotak Securities
Pune Pune Maharashtra, Maharashtra, India
Competitive Salary
Closing date
May 20, 2024

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Job Role
Contract Type
Full Time
Franchisee Dealer

.To be responsible for dealing coordinators clients

.To be responsible for sourcing new accounts through coordinators

.To ensure active management of clients & achieve the targetactive AUM

.To be responsible for identifying customer needs, assessing their risk appetite andproviding 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/coordinators 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


.Graduate / Post graduate with minimum 1 yr exp in Equities on the client advisory side

.Should have sound understanding of capital markets,

.Should be a result-oriented, self-starter, proactive, good communication skills.

.Should possess strong networking & relationship building skills.

.Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives

Experience: 0.00-0.00 Years

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