
Kotak Securities has announced recruitment for the post of Dealing & Advisory. Candidates can apply for this post to Agra and Aligarh Location. Applicant needs to have minimum 1 to 3 years of experience to be eligible for the position mentioned below.
Applicants must have passed MBA (in Finance) can apply. Our research has yielded the data below wherein, we have detailed the requirement. Applicants who are eligible as come from a cultured fitment that is similar with Kotak Securities can apply.
Position: Dealing & Advisory-Hni/pcg
Experience: 1 to 2 years.
Location: Agra or Aligarh.
CTC: Rs 1,25,000 to 2,75,000 CTC PA
Qualification: Applicants must have passed MBA (in Finance).
Key Responsibilities:
- 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 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
Preferable candidate:
- Both Graduates/Post
Graduates are eligible to apply.
- Applicants must have
certification in NCFM/NISM is must.
- Good communication,
presentation and relationship building skills are required.
- Applicants should have
working experience in economics/accounting/financial or statistics.
How to apply: Process 1
- First subscribe to us by clicking the link below to get continuous feedback w.r.t. Kotak Securities job openings.
- Click Here to Subscribe (ignore if you are already subscribed).
- After subscription, you will receive an e-mail, confirm your subscription.
How to apply: Process 2
- Send your resume to careers.ks@kotak.com mentioning the post and preferred location in the subject of the mail.
Key areas: Kotak Recruitment, Dealing Vacancy, Banking Jobs,
Kotak Openings, Advisor Jobs, Jobs in Banking.
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