Portfolio Client Group Team Leader
Kotak Securities LimitedMumbai/Bombay
Not disclosed
Job Description
PCG - Team leader
- 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-Kalina-Dani Corporate Park, Dani Corporate Park, Kalina, Mumbai, Maharashtra, India
DepartmentBanking / Insurance / Financial Services
Role / CategoryLife Insurance
Employment typeFull Time
ShiftDay Shift
Job requirements
ExperienceMin. 5 years
About company
NameKotak Securities Limited
Job posted by Kotak Securities Limited
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