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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