Equtiy Advisor kotak Securities Ltd

J ob 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 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
• To attend post result concals, analyst meets for improved client servicing.

Requirements 

• Graduate / Post graduate with 0 to 10 yrs. experience.
• Should have good communication & presentation skills.
• Should be a self-starter, proactive & target oriented.
• Should possess strong communication skills.