Equity Dealer & Reletionship manager for Amravati branch Location

Company Description

Kotak Securities, recognized as a Great Place to Work, is committed to fostering talent, transparency, and ethical conduct within the financial services industry. The company emphasizes professional growth with extensive training and mentorship programs, equipping employees to excel in dynamic financial markets. By embracing innovation and cutting-edge technology, Kotak Securities ensures operational excellence and provides opportunities for employees to contribute to advancements. With an inclusive culture that celebrates diversity, the organization empowers employees to make meaningful contributions. Kotak Securities also promotes a healthy work-life balance and actively supports social initiatives like financial literacy and education for underserved communities.

Role Description

This is a full-time, on-site role located in the Amravati branch for an Equity Dealer & Relationship Manager. The role involves managing equity trading transactions, servicing client accounts, and providing investment-related advice. The candidate will be responsible for developing client relationships, understanding their investment needs, executing trades in equity markets, and maintaining compliance with company and regulatory policies. The role also includes analyzing market trends to support clients in making informed decisions while ensuring high-quality service delivery.

Qualifications

• Strong knowledge of Stock Market and Trading practices
• Experience in Equities and Investments
• Competency in Finance-related principles and concepts
• Excellent client relationship management and communication skills
• Ability to analyze market trends and provide actionable insights
• Proficiency in financial tools and software is preferred
• Bachelor's degree in Finance, Business, Economics, or related field is required
• Professional certifications such as NISM or relevant licenses are advantageous