Equity Portfolio Advisor

3 weeks ago


Delhi, Delhi, India Kotak Mahindra Bank Full time

Department: Investment

Role

Develop and maintain a long-term relationship with customers to generate brokerage through advising them on their equity portfolios for long-term investments. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/medium term.

Key Requirements

Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side. Should have sound understanding of capital markets, be a result-oriented, self–starter, proactive and possess strong networking & relationship building skills, and good communication skills.

Skills:

Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.

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