Broking - Team Member-Asset

Kotak Securities

0 - 0 years

Chennai

Posted: 4/22/2025

Job Description

·         To manage the third party product

·         To manage the relationship with HNI clients & Ultra HNI clients.

·         To implement relevant strategic & tactical management initiatives.

·         To support the channel by assisting them with timely reverts on their MIS related queries.

·         To analyze and to generate relevant reports and outputs which impact business decisions

·         To manage product related MIS & analytics.

·         To be a key driver in TPP Team and generate important reports.

·         To assist the region to meet the product targets.

·         Portfolio analysis for existing & prospective clients.

·         Regular training of Broking RM’s & dealers.

Conceptualize, launch and track Team building activities/exercises in line with the Business requirements

About Company

Kotak Securities, a part of Kotak Mahindra Bank, is a leading stock broking firm in India. It provides a wide range of investment services including equity, derivatives, mutual funds, and IPOs. The company is known for its digital platforms and robust research offerings.

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