Walk-in || Onboarding - Assistant Manager

Department Icon BFSI (Operations & Lending)
Posted: 1 week ago
0-1 years
Mumbai
BFSI (Operations & Lending)
work from office
Full Time
Closes 3 Jan 2027

Posted: 1 week ago
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Job Description
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Job Description

:


  • End to End guidance for first trade activation of new Demat Ac.
  • To achieve healthy revenues without compromising on clients profitability.
  • Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
  • Propose investment options based on customer needs by assessing their risk appetite.
  • Support the client decision making with use of technology enabled tools
  • Develop Knowledge of market news, financial trends and current affairs
  • Analyze customer portfolio & give appropriate advice
  • Responsible to ensure all activities are in adherence as per Compliance & Risk.
  • Assist in increasing depth in existing relationships

Contact : Samantha Dsouza

+91 2242858410


Interested candidates can share their resumes on

samantha.dsouza@kotak.com


Skills

StockOnboardingBrokingManagementStock BrokingSharingShare MarketNISM

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