Posted:1 day ago|
Platform:
Work from Office
Full Time
To be responsible for dealing coordinators clients
To be responsible for sourcing new accounts through coordinators
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 clients profitability
To have clear focus on client mining
To conduct regular Client/coordinators Meetings update the same in the meeting tracker
To attain maximum reach of investment ideas/stock calls initiated
To assist in new client acquisition, building new relationships and increasing depth in existing relationships
Keep abreast of the market news, financial trends and current affairs
To attend post result concals, analyst meets for improved client servicing
Kotak Securities (KSL)
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
1.0 - 3.0 Lacs P.A.
2.0 - 3.0 Lacs P.A.
5.0 - 9.0 Lacs P.A.
4.0 - 8.0 Lacs P.A.
1.0 - 3.0 Lacs P.A.
mumbai, bengaluru
Experience: Not specified
2.0 - 6.0 Lacs P.A.
1.0 - 3.0 Lacs P.A.
6.0 - 10.0 Lacs P.A.
noida, lucknow, gurugram
Experience: Not specified
2.0 - 3.0 Lacs P.A.
3.0 - 6.0 Lacs P.A.
