Digital Business - VRM - TPP - Corporate

Kotak Securities

0 - 0 years

Kota, Mumbai

Posted: 18/06/2025

Job Description

 

·         Managing 150 to 200 potential leads of customers per day.

·         Should have complete knowledge about MF,EQUITY

·         Good communication skills.

·         Sharing investment ideas to the clients based on their needs.

·         Generating revenues without compromising on clients risk and profitability.  

·         Should develop  knowledge of market news, financial trends and current affairs.

·         Analyze customer portfolio & give appropriate advice

·         Responsible to ensure all activities are in adherence as per Compliance & Risk

 

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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