An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
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 MarketNISMIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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