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Professional investor Desk - Advisor

Kotak Securities

0 - 0 years

Mumbai

Posted: 30/06/2025

Job Description

·         To work in coordination with existing dealing and sales team and provide valued added research based inputs to our large clients.

·         To liaison with research teams and provide inputs to clients on sectors, themes, stocks, tactical calls etc.

·           -- To review client’s existing equity holdings and provide stock views basis research coverage

·         To constantly engage with research team and large clients on regular basis to provide value added inputs.

·         . – I’m not sure if this can be added in JD as there could be a compliance angle to it. Although, we do this.

·         To ensure MIS is discussed with business managers and leaders and is used to push business and spot gaps.

·         To be a key driver of Equity business from targeted large clients of PCG, Bank Channel and Branches.

·         To assist and coordinate with internal team members for group meetings, webinars and other value added offerings for larger clients across locations.

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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