Urgent: Pcg Sales Trader

2 weeks ago


Gurgaon Haryana, India Kotak Securities Full time

Key responsibilities and accountabilities 1 To ensure active management of clients achieve the target active AUM 2 To be responsible for identifying customer needs assessing their risk appetite and providing them investment options 3 To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4 To achieve healthy revenues without compromising on clients profitability 5 To have clear focus on client mining 6 To conduct regular Client Meetings update the same in the meeting tracker 7 To attain maximum reach of investment ideas stock calls initiated 8 To assist in new client acquisition building new relationships and increasing depth in existing relationships 9 Keep abreast of the market news financial trends and current affairs 10 To attend post result concals analyst meets for improved client servicing JS for PCG Sales Trader Skills Knowledge 1 Graduate Post graduate with 3 to 8 years of experience 2 MBA in finance preferred 3 Proficiency in economics accounting financial statements and or statistics 4 Familiarity with financial risk management strategies 5 Should have good communication presentation skills 6 Should be a self-starter proactive target oriented 7 Should possess strong networking relationship building skills



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