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Investment Counsellor

4 weeks ago

Mumbai, India Kotak Securities Full time

Job Responsibilities:


  1. Experience of working as IC with wealth management teams
  2. Knowledge of MF/PMS/AIF products
  3. Understanding debt/equity markets and skills to analyze client data to develop strategies for meeting financial goals
  4. Individual Client management experience.
  5. Provide regular updates to the immediate superior as and when require.


Requirements:


  1. A (Full time) Graduate / Post graduate with overall experience of 8-10yrs
  2. Should be a result oriented, self – starter, proactive, strong motivator & collaborative. Focused on team cohesion, dynamics & constantly improve quality of performance.
  3. Should possess strong networking & relationship building skills