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08/06 Latha VN
Recruiter at Kotak Securities

Views:52 Applications:13 Rec. Actions:Recruiter Actions:0

Kotak Securities - Dealer - Digital Business Unit (1-4 yrs)

Bangalore Job Code: 161930

Roles and Responsibilities : 

1. To achieve healthy revenues without compromising on clients profitability.

2. Should focus on overall portfolio growth, client activity ratio and quality of information delivered.

3. Propose investment options based on customer needs by assessing their risk appetite.

4. Support the client decision making with use of technology enabled tools

5. Develop knowledge of market news, financial trends and current affairs

6. Analyze customer portfolio & give appropriate advice

7. Responsible to ensure all activities are in adherence as per Compliance & Risk.

8. Assist in increasing depth in existing relationships

Desired Candidate Profile : 

1. Graduate / Post graduate Fresher or with min 1 year of experience in Dealing/Advisory/Sales

2. Proficiency in capital market products, accounting, financial statements

3. Familiarity with financial risk management strategies

4. Should have good communication & presentation skills.

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

6. NISM VIII certification is mandatory.

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