
vrm
7 days ago
Responsibilities:
- NISM 8 & NISM 5A mandatory
- To achieve healthy revenues without compromising on clients profitability.
- Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
- Propose investment options based on customer needs by assessing their risk appetite.
- Support the client decision making with use of technology enabled tools
- Develop Knowledge of market news, financial trends and current affairs.
Qualifications
- 2-4 years' of client relationship experience
- Ability to manage multiple tasks and clients
- Strong communication and interpersonal skills
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vrm
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Mumbai, Maharashtra, India Kotak Securities Full timeResponsibilities:NISM 8 & NISM 5A mandatoryTo achieve healthy revenues without compromising on clients profitability.Should focus on overall portfolio growth, client activity ratio and quality of information delivered.Propose investment options based on customer needs by assessing their risk appetite.Support the client decision making with use of technology...
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