Kotak Securities Limited


Not disclosed

Work from Office

Full Time

Min. 1 Years

Job Details

Job Description

Alternate Channel*KMBL*N.A.-Dealer - I

Job Role

·         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 client 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

·         Keep abreast of the market news, financial trends and current affairs

·         To attend post result con-calls, analyst meets for improved client servicing.




·         Graduate / Post graduate with 1 to 4 yrs experience.

·         Should have good communication & presentation skills.

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

·         Should possess strong communication skills.

·         NISM/NCFM VIII certificate is necessary.


Job role

Work location

Thane, West-Maharashtra-Thane-Gokhale Road-Ishan Arcade, Ishan Arcade, Gokhale Road, Thane, Maharashtra, India


Banking / Insurance / Financial Services

Role / Category

Life Insurance

Employment type

Full Time


Day Shift

Job requirements


Min. 1 year

About company


Kotak Securities Limited

Job posted by Kotak Securities Limited

This job has expired

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