PCG Dealer
Kotak Securities LimitedMumbai/Bombay
Not disclosed
Job Description
PCG Dealer
- 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, understanding of Annual reports
- To do new client acquisition, build new relationships and increasing depth in existing relationships
- To sell Third party products
- Keep abreast of the market news, financial trends and current affairs
- To attend post result concalls, analyst meets for improved client servicing
Job role
Work locationMumbai, West-Maharashtra-Mumbai-Bandra Kurla Complex-12BKC, 12BKC, Bandra Kurla Complex, Mumbai, Maharashtra, India
DepartmentBanking / Insurance / Financial Services
Role / CategoryLife Insurance
Employment typeFull Time
ShiftDay Shift
Job requirements
ExperienceMin. 2 years
About company
NameKotak Securities Limited
Job posted by Kotak Securities Limited
Similar jobs you can apply for
Digital / Online MarketingE-Commerce Manager
Sourjya B MohantyMalad East, Mumbai/Bombay
₹25,000 - ₹30,000
Picker / Packer
Blinkit Private LimitedKamathipura, Mumbai/Bombay
₹13,500 - ₹18,000

Back-end Executive
GymXSakinaka, Mumbai/Bombay
₹13,000 - ₹17,000

Field Worker
Gokiwi TechKurla East, Mumbai/Bombay
₹18,000 - ₹27,000*

Accountant Cum Office Assistant
Mastercare ServicesBorivali West, Mumbai/Bombay
₹10,000 - ₹12,000
Picker / Packer
Blinkit Private LimitedMazgaon, Mumbai/Bombay
₹13,500 - ₹16,500