Financial Services Representative
2 weeks ago
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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