Team Leader PCG- Delhi @ Kotak Securities

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Team Leader PCG- Delhi

Kotak Securities
Not Specified
Delhi, NCR
4 years ago
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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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Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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...

Team Leader PCG- Delhi @ Kotak Securities

Home > Manufacturing