Pcg Dealer Mumbai
- Kotak Securities
- Not Specified
- Mumbai
- 3 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 conduct regular Client Meetings & update the same in the meeting trackerTo 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
Employement Category:
Employement Type: Full timeIndustry: Banking
Functional Area: Manufacturing
Role Category: Projects
Role/Responsibilies: Pcg Dealer Mumbai
Contact Details:
Company: Kotak SecuritiesLocation(s): Mumbai
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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...
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