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Kotak Securities (KSL)
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Digital Business - Team Member Onboarding - West

Digital Business - Team Member Onboarding - West

Kotak Securities (KSL)

0 - 3 years

|

3 - 6 Lacs

Posted:7 hours ago| Platform:

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Skills Required

insurance joining formalities investment banking investment banking operations accounting financial services sales financial operations recruitment credit cards relationship management compliance onboarding mutual funds wealth management finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Onboarding of newly acquired clients.

To activate the clients by using our various platforms.
Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
Propose investment options based on customer needs by assessing their risk appetite.
Support the client decision making with use of technology enabled tools in scalable way
Develop Knowledge of market news, financial trends, current affairs and data points
Responsible to ensure all activities are in adherence as per Compliance Risk.
Participate in various on desk campaigns to make them successful

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Kotak Securities (KSL)

Financial Services

Mumbai

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