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Team Leader PCG- Delhi @ Kotak Securities

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 Team Leader PCG- Delhi

Job Description


  • 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, understanding of Annual reports
  • To do new client acquisition, build new relationships and increasing depth in existing relationships
  • To sell Third party products
  • Keep abreast of the market news, financial trends and current affairs
To attend post result concalls, analyst meets for improved client servicing

Employement Category:

Employement Type: Full time
Industry: Full time
Functional Area: Banking
Role Category: Manufacturing
Role/Responsibilies: Team Leader PCG- Delhi

Contact Details:

Company: Kotak Securities
Location(s): Delhi, NCR

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Kotak Securities

Kotak Securities Limited Kotak Securities Limited. Originally established in 1994, Kotak Securities is a subsidiary of Kotak Mahindra Bank, which services more than 14 lakh customer accounts. The firm has a wide network of more than 1,255 branches, franchisees representative offices, and satell...