Neo Dealer I Alternate Channel
Kotak Securities
0 - 0 years
Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Gurugram, Gwalior, Hyderabad, Indore, Jaipur, Kochi, Kolkata, Lucknow, Ludhiana, Mumbai, Noida, Pali, Pune, Puri, Raipur, Rajkot, Ranchi, Surat, Vadodara
Posted: 4/22/2025
Job Description
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.
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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