HNI Equity Dealer

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.
We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL processes lakhs of secondary market trades every day.
A one stop shop to clients Investment needs in-Direct stock trading, MF/PMS/AIF/Bonds/Corporate FD’s, Global equity investments, Unlisted & Pre IPO funds, Credit Solutions- LAS, ESOP financing, IPO funding, Business & Consumer loans, and Life & General Insurance, Estate planning among others.
Position Summary
We are looking at expanding our PCG Dealing as we feel in the current regulatory environment a broking house will be better placed in comparison to a bank to offer interesting & effective investment products to clients.
Also PCG Dealing in the broking house understand the pulse of the markets since they have lot of access to quality research.
Position : Private Client Group - PCG Dealing
Reporting to : Vice President
Locations : Bangalore, Hyderabad, Chennai
Responsibilities
Managing financial portfolios of and on boarding High net-worth individuals and Corporate Clientele
Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
Attain maximum reach of investment ideas/stock calls initiated
Achieve healthy revenues without compromising on clients profitability
Ensure active management of clients & achieve the target active AUM
Have clear focus on client mining
Assist in new client acquisition, building new relationships and increasing depth in existing relationships
Conduct regular Client Meetings & update the same in the meeting tracker
Keep abreast of the market news, financial trends and current affairs
Preferred Eligibility
Minimum of 4+ years of experience as a Equity Dealer/trader in a broking firm.
Certified in NISM/NCFM VIII certificate is Mandatory.
Must have a sound understanding/knowledge of capital markets.
If you wish to apply for this job position, please send in your application to

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