PCG Sales Trader

3 weeks ago


Noida, Uttar Pradesh, India Kotak Mahindra Bank Full time

Key Responsibilities and Accountabilities

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 objectives include identifying customer needs, assessing their risk appetite, and providing tailored investment solutions.

Key Performance Indicators

1. Active management of clients to achieve target AUM

2. Regular updates to clients regarding market changes and portfolio adjustments

3. Healthy revenues without compromising client profitability

4. Client mining and acquisition

5. Attending post-result conferences and analyst meets for improved client servicing

Requirements

1. Graduate or postgraduate degree with 3-8 years of experience

2. MBA in finance (preferred)

3. Proficiency in economics, accounting, financial statements, and statistics

4. Familiarity with financial risk management strategies

5. Strong communication and presentation skills

6. Self-starter, proactive, and target-oriented

7. Strong networking and relationship-building skills


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