Posted:1 day ago|
Platform:
Work from Office
Full Time
To be an Equity Advisor for the top clients of Kotak Securitiesspread across three verticals (PCG, Alternate Channel Branches). Managelarge HNI clients across regions and build in-depth relationships to drive thebusiness.
To work in coordination with existing dealing and sales team andprovide valued added research based inputs to our large clients.
To liaison with research teams and provide inputs to clients onsectors, themes, stocks, tactical calls etc.
To review and analyze existing prospective client portfoliosand advise them, keeping in mind our research recommendations.
To constantly engage with research team and large clients onregular basis to provide value added inputs.
To meet large prospective clients along with dealing or sales teamof three verticals (to on-board new large clients).
To ensure MIS is discussed with business managers and leaders andis used to push business and spot gaps.
To be a key driver of Equity business from targeted large clientsof PCG, Bank Channel and Branches.
To assist and coordinate with internal team members for groupmeetings, webinars and other value added offerings for larger clients acrosslocations.
JOB REQUIREMENTS:
Post graduate with relevant work experience in managing equity/equity related products.
Need to have an understanding of equity research (i.e. sectors,businesses and valuations) along with other offerings in the broking space.
People with background in research advisory with strongmarket knowledge will be preferred.
To have analytical skills to work on data and derive meaningfulinsights/evaluate various ideas and the ability to execute a business plan.
Excellent Inter personal skills and ability to work acrossdepartments and ability to manage relationships with channel partners.
To comply with internal compliances satisfactorily completeinternal as well as external audit requirements.
Need to have good communication skills, be very approachable andshould have the ability to maintain good rapport with all stakeholders.
To follow best practices of industry, code of conducts and satisfyall regulatory requirements needed from time to time.
Kotak Securities (KSL)
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