Equity Dealer

**Kotak Securities Ltd Alternate Channel - Dealer - Mumbai Department: Alternate Channel Designation: Equity Dealer Grade: E1/E2- Assistant Manager / Deputy Manager Years of Exp : 1 to 4 Years Location: Mumbai 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. Skills • 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. **If You interested kindly share your updated resume on salonidevi.vishwakarma@kotak.com**