Pcg Dealing Tl

3 weeks ago


India Kotak Securities Full time

Responsible for overall business of the team in the Kotak Securities Private Client Group.
- Meeting revenue targets at product level as assigned by the organization and ensuring high level of productivity for the entire team and the region.
- Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc.
- Responsible for hiring and retaining relevant talent in the region.
- Building learning and knowledge best practices. Educating and handholding frontline staff in understanding market fundamentals and product positioning.
- Active interaction with product manufacturers and other stakeholders in order to track local market dynamics.
- Conduct events for engagement of existing clients and also for acquisition of new customers.
- Achieve high service delivery standards and maximize customer satisfaction.
- Excellent interpersonal and networking skills.
- Successful working relationships with relevant internal Kotak Securities departments such as branch channel, internal compliance, legal, product and marketing.


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