Branch Sales Executive

Kotak Securities Limited


Not disclosed

Work from Office

Full Time

Min. 1 year

Job Details

Job Description

Broking*Relationship*Branch Dealing-Dealer

Department: Broking channel

Designation: Branch Dealer

Grade: E1 or E2 – Assistant Manager OR Deputy Manager

Years of Exp: 1 to 4 yrs

Reporting to: M3/M4

Location: Mumbai



  1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
  2. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
  3. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
  4. To keep abreast with the market knowledge and market intelligence.
  5. Responsible to ensure all activities are in adherence as per Compliance & Risk.
  6. Provide regular updates to the immediate superior as and when required.



  1. Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side
  2. Should have sound understanding of capital markets,
  3. Should be a result-oriented, self–starter, proactive
  4. Should possess strong networking & relationship building skills, and good communication skills.
  5. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.




Job role

Work location

Pune, West-Maharashtra-Pune-Bund Garden Road-Kumar Business Centre, Kumar Business Centre, Bund Garden Road, Pune, Maharashtra, India


Banking / Insurance / Financial Services

Role / Category

Banking Operations

Employment type

Full Time


Day Shift

Job requirements


Min. 1 year

About company


Kotak Securities Limited

Job posted by Kotak Securities Limited

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