Dealer - Branch Dealing

2 months ago

Agra, India Kotak Securities 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: M4**

**Location: Agra
**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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