vrm

3 weeks ago


Mumbai, Maharashtra, India Kotak Securities Full time
Responsibilities:

- NISM 8 & NISM 5A mandatory
- To achieve healthy revenues without compromising on clients profitability.
- Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
- Propose investment options based on customer needs by assessing their risk appetite.
- Support the client decision making with use of technology enabled tools
- Develop Knowledge of market news, financial trends and current affairs.

Qualifications

- 2-4 years' of client relationship experience
- Ability to manage multiple tasks and clients
- Strong communication and interpersonal skills
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