vrm

4 weeks ago


Mumbai, Maharashtra, India Kotak Securities Full time

Responsibilities:

  • NISM 8 & NISM 5A mandatory
  • To achieve healthy revenues without compromising on clients profitability.
  • 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
  • Develop Knowledge of market news, financial trends and current affairs.

Qualifications

  • 2-4 years' of client relationship experience
  • Ability to manage multiple tasks and clients
  • Strong communication and interpersonal skills

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