Branch Dealer

4 weeks ago

Lucknow, Uttar Pradesh, India Kotak Mahindra Bank Full time

Job Title: Branch Dealer

Department: Broking Channel

Designation: Branch Dealer

Grade: E1 or E2 – Assistant Manager OR Deputy Manager

Years of Experience: 1 to 4 yrs

Reporting to: M5

Location: Lucknow

Job Role:

  • 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 term.
  • Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
  • Maintain a synergetic 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 to Compliance & Risk.
  • Provide regular updates to the immediate superior as and when required.

Key Skills:

  • 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.

  • 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...

  • Dealer - Branch Dealing

    5 months ago

    Lucknow, India Kotak Securities Full time

    **Department: Broking channel** **Designation: Branch Dealer** **Grade: E1 or E2 - Assistant Manager OR Deputy Manager** **Years of Exp: 1 to 4 yrs** **Reporting to: M5** **Location: Lucknow **Role** - Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading...

  • Dealer - Branch Dealing

    6 months ago

    Lucknow, India Kotak Mahindra Bank Full time

    Department: Broking channelDesignation: Branch DealerGrade: E1 or E2 – Assistant Manager OR Deputy ManagerYears of Exp: 1 to 4 yrsReporting to: M5Location: Lucknow Role 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...

  • Bm Broking

    5 months ago

    Lucknow, India Kotak Securities Full time

    **Department**:Broking **Channel** **Designation: Branch Manager** **Grade: M3 or M4 - Manager OR Sr. Manager** **Years of Exp: 4 to 6 yrs** **Location: Mumbai **Role**: - Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. - Responsible to manage a team of...