Branch Dealer

1 week ago

Ludhiana, Punjab, India Kotak Mahindra Bank Full time

Department: Broking channel

Designation: Branch Dealer

Grade: E1 or E2 – Assistant Manager OR Deputy Manager

Years of Exp: 1 to 4 yrs

Reporting to: M3/M4

Location: Mumbai

Role

Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required.

Skills:

Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side Should have sound understanding of capital markets, Should be a result-oriented, self–starter, proactive Should possess strong networking & relationship building skills, and good communication skills. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.

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