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03/01 Hardik Parekh
HR Head at Indianin corp

Views:122 Applications:21 Rec. Actions:Recruiter Actions:2

Relationship Manager/PCG Dealer - Sales - Financial Security Firm (2-10 yrs)

Ahmedabad/Surat Job Code: 58516

PCG Dealer / Relationship manager


Job opening in Kotak securities Limited

D : PCG Dealer

Key responsibilities and accountabilities :

1. To ensure active management of clients & achieve the target active AUM

2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

4. To achieve healthy revenues without compromising on clients profitability

5. To have clear focus on client mining

6. To conduct regular Client Meetings & update the same in the meeting tracker

7. To attain maximum reach of investment ideas/stock calls initiated

8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships

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

10. To attend post result concalls, analyst meets for improved client servicing

11. To onboard NTC customers

Skills & Knowledge :

1. Graduate / Post graduate with minimum of 2 to 3 years of experience

2. MBA in finance (preferred)

3. Proficiency in economics, accounting, financial statements and/or statistics

4. Familiarity with financial risk management strategies

5. Should have good communication & presentation skills.

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

7. Should possess strong networking & relationship building skills

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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