Dealer Branch

3 days ago

Lucknow Moradabad Prayagraj, India Kotak Securities (KSL) Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Job Role:

  • Responsible for engaging with inactive clients on a daily basis.
  • Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading.
  • Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business.
  • To maintain synergy with Relationship Managers, by supporting their efforts to enhance business.
  • To keep abreast with the market knowledge and market intelligence.
  • Responsible to ensure all activities are in adherence as per Compliance & Risk.
  • Provide regular updates to the immediate superior as and when required.
  • Maintaining regular MIS reports on daily basis.

Skills

  • Graduate / Post graduate with overall experience of 2- 4 yrs, with minimum 1 - 2 yrs exp in Equities in a client advisory side
  • Should have sound understanding of capital markets.
  • Should be result-oriented, selfstarter, proactive and should possess good communication skills.
  • Should possess strong networking & relationship building skills.
  • Should be certified in NISM-VIII

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