Team Member Onboarding
Kotak Securities
0 - 4 years
Ahmedabad, Kota, Mumbai
Posted: 4/22/2025
Job Description
Job Role
- Onboarding of newly acquired clients.
- To activate the clients by using our various platforms.
- Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
- Propose investment options based on customer needs by assessing their risk appetite.
- Support the client decision making with use of technology enabled tools in scalable way
- Develop Knowledge of market news, financial trends, current affairs and data points
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
· Participate in various on desk campaigns to make them successful
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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