Pcg Sales Trader
3 days ago
**Key responsibilities and accountabilities
1. To ensure active management of clients & achieve the target active AUM
2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
4. To achieve healthy revenues without compromising on clients profitability
5. To have clear focus on client mining
6. To conduct regular Client Meetings & update the same in the meeting tracker
7. To attain maximum reach of investment ideas/stock calls initiated
8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships
9. Keep abreast of the market news, financial trends and current affairs
10. To attend post result concals, analyst meets for improved client servicing
**JS for PCG Sales Trader
**Skills & Knowledge
1. Graduate / Post graduate with 3 to 8 years of experience
2. MBA in finance (preferred)
3. Proficiency in economics, accounting, financial statements and/or statistics
4. Familiarity with financial risk management strategies
5. Should have good communication & presentation skills.
6. Should be a self-starter, proactive & target oriented.
7. Should possess strong networking & relationship building skills
Kotak Securities is a subsidiary of Kotak Mahindra Bank and is a full service equity broking firm.
We offer Stock Broking services, Portfolio Management Services, Research and Technology platforms.
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