PCG Sales Trader
2 weeks ago
Key Responsibilities
As a PCG Sales Trader at Kotak Mahindra Bank, you will be responsible for managing client relationships and achieving target active assets under management (AUM). Your key responsibilities will include:
Client Management
1. Identify and assess client needs, risk appetite, and provide tailored investment solutions.
2. Regularly update clients on market changes and portfolio adjustments.
3. Focus on client profitability and revenue growth.
Investment Expertise
1. Stay up-to-date with market news, financial trends, and current affairs.
2. Conduct research and analysis to identify investment opportunities.
Skills and Qualifications
1. Graduate or postgraduate degree with 3-8 years of experience in finance.
2. MBA in finance (preferred).
3. Proficiency in economics, accounting, financial statements, and statistics.
4. Strong communication and presentation skills.
5. Self-starter, proactive, and target-oriented with strong networking and relationship-building skills.
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PCG Sales Trader
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Noida, Uttar Pradesh, India Kotak Mahindra Bank Full timeKey Responsibilities and AccountabilitiesAs a PCG Sales Trader at Kotak Mahindra Bank, you will be responsible for managing client relationships and achieving target active assets under management (AUM). Your key objectives include identifying customer needs, assessing their risk appetite, and providing tailored investment solutions.Key Performance...
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Noida, Uttar Pradesh, India Kotak Mahindra Bank Full timeKey Responsibilities and AccountabilitiesAs a PCG Sales Trader at Kotak Mahindra Bank, you will be responsible for managing a portfolio of high net worth clients, providing them with tailored investment solutions, and ensuring their financial goals are met.Key Performance Indicators1. Achieve and exceed target AUM growth2. Build and maintain strong...
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