Financial Services Representative

2 weeks ago


Lucknow, Uttar Pradesh, India Kotak Mahindra Bank Full time

Job Overview:

As a key member of the Kotak Mahindra Bank team, the Branch Dealer will play a vital role in driving business growth by advising clients on their equity portfolios for long-term investments and providing positional trading ideas in stocks for short/medium terms.

Key Responsibilities:

  • Responsible for generating brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/medium terms.
  • Develop and maintain long-term relationships with customers to maintain a high level of retention of existing customers and focus on generating new business.
  • Maintain a synergistic relationship with Relationship Managers by supporting their efforts to enhance business.
  • Stay up-to-date with market knowledge and market intelligence.
  • Ensure all activities are in adherence with Compliance & Risk.
  • Provide regular updates to the immediate superior as and when required.

Requirements:

  • Graduate/Postgraduate with overall experience of 3-4 yrs, with minimum 1-2 yrs exp in Equities on the client advisory side.
  • Sound understanding of capital markets.
  • Result-oriented, self-starter, proactive.
  • Strong networking & relationship building skills, and good communication skills.
  • Certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.


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