PCG Sales Trader

2 weeks ago


Gurgaon, Haryana, India Kotak Mahindra Bank Full time ₹ 6,00,000 - ₹ 18,00,000 per year
Description

Key responsibilities and accountabilities

To ensure active management of clients & achieve the target  active AUM

To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

To achieve healthy revenues without compromising on clients profitability

To have clear focus on client mining

To conduct regular Client Meetings & update the same in the meeting tracker

To attain maximum reach of investment ideas/stock calls initiated

To assist in new client acquisition, building new relationships and increasing depth in existing relationships

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

Graduate / Post graduate with 3 to 8 years of experience

MBA in finance (preferred)

Proficiency in economics, accounting, financial statements and/or statistics

Familiarity with financial risk management strategies

Should have good communication & presentation skills.

Should be a self-starter, proactive & target oriented.

Should possess strong networking & relationship building skills



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