PCG Dealer

1 month ago

mumbai, India Kotak Securities Full time
Duties & 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
Desire Candidature :
Minimum of 4 years of experience as a Equity trader/trader in current company.
Certified in NISM/NCFM VIII certificate is Mandatory.
Good communication skills, both written and verbal.
Must have a sound understanding/knowledge of capital markets.
Should be result-oriented, self-starter, proactive, good communication skills.

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