Nri Dealer

4 days ago

Bengaluru, India SalesPropel Full time

**KOTAK SECURITIES****:

Full Time
Bangalore
Posted 4 months ago

Key responsibilities & accountabilities
- Ensure active management of clients & achieve the target active AUM
- Identifying customer needs, assessing risk appetite & providing them investment options,
- Updates to the clients regarding the market changes & subsequent changes to the portfolio,
- Achieve revenues without compromising on clients profitability,
- Clear focus on client mining, Client Meetings & update meeting tracker,
- Attain max reach of investment ideas/stock calls initiated, understanding Annual reports,
- New client acquisition, build new relationships & increasing depth in existing relationships
- Sell Third party products,
- Keep abreast of the market news.

Skills and Knowledge
- Strong understanding on the equity business,
- Prior experience with HNI and Corporate clients is mandatory,
- Self-driven with passion for financial markets,
- Should have good communication & presentation skills

**Job Features**:

Job Category
Broking
Job Role
NRI DEALER
Grade
MANAGER/SR. MANAGER
Department
EQUITY DEALING
Experience
MIN. 5 YEARS
CTC
UPTO 12 LACS
No of Positions
2

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