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Broking - Team Member TPP - West

Kotak Securities · Remote

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Last observed by our collector: 8 October 2026 at 11:38 pm IST. This is not a manual review or a confirmation from the employer.

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Collected role description

<p class="MsoListParagraph" style="font-family:DarwinSans, Roboto, sans-serif;margin:0cm 0cm 7.5pt 72pt;color:rgb(19,19,19);text-indent:-18pt;"><span style="font-family:Symbol;font-size:10.5pt;color:rgb(0,0,0);">·<span style="font-family:DarwinSans, Roboto, sans-serif;font-size:7pt;"> </span></span>Experience of working as IC with wealth management teams</p><p class="MsoListParagraph" style="font-family:DarwinSans, Roboto, sans-serif;margin:0cm 0cm 7.5pt 72pt;color:rgb(19,19,19);text-indent:-18pt;"><span style="font-family:Symbol;font-size:10.5pt;color:rgb(0,0,0);">·<span style="font-family:DarwinSans, Roboto, sans-serif;font-size:7pt;"> </span></span><span style="font-family:Arial, sans-serif;font-size:10.5pt;color:rgb(0,0,0);">Knowledge of MF/PMS/AIF products</span></p><p class="MsoListParagraph" style="font-family:DarwinSans, Roboto, sans-serif;margin:0cm 0cm 7.5pt 72pt;color:rgb(19,19,19);text-indent:-18pt;"><span style="font-family:Symbol;font-size:10.5pt;color:rgb(0,0,0);">·<span style="font-family:DarwinSans, Roboto, sans-serif;font-size:7pt;"> </span></span><span style="font-family:Arial, sans-serif;font-size:10.5pt;color:rgb(0,0,0);">Understanding debt/equity markets and skills to analyze client data to develop strategies for meeting financial goals</span></p><p class="MsoListParagraph" style="font-family:DarwinSans, Roboto, sans-serif;margin:0cm 0cm 7.5pt 72pt;color:rgb(19,19,19);text-indent:-18pt;"><span style="font-family:Symbol;font-size:10.5pt;color:rgb(0,0,0);">·<span style="font-family:DarwinSans, Roboto, sans-serif;font-size:7pt;"> </span></span><span style="font-family:Arial, sans-serif;font-size:10.5pt;color:rgb(0,0,0);">Individual Client management experience.</span></p><p class="MsoListParagraph" style="font-family:DarwinSans, Roboto, sans-serif;margin:0cm 0cm 7.5pt 72pt;color:rgb(19,19,19);text-indent:-18pt;"><span style="font-family:Symbol;font-size:10.5pt;color:rgb(0,0,0);">·<span style="font-family:DarwinSans, Roboto, sans-serif;font-size:7pt;"> </span></span><span style="font-family:Arial, sans-serif;font-size:10.5pt;color:rgb(0,0,0);">Provide regular updates to the immediate superior as and when require.</span></p>