Kotak Securities Looking for Dealer-I at Noida Full Time

Job Role

– 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.

Skills

– Graduate / Post graduate with 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.

▶️ Dealer-I
🖊️ Kotak Securities
📍 Noida