🔔 FCM Loaded

Digital Business - VRM - TPP - Corporate

Kotak Securities

0 - 0 years

Kota, Mumbai

Posted: 14/07/2025

Getting a referral is 5x more effective than applying directly

Job Description

 

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.

Services you might be interested in

File Your ITR Now

Don’t wait for the deadline to stress you out!

Smart, fast, and reliable ITR filing for 2024-25. Submit your details today.