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PCG - Cat 2 – Dealing -Team Manager - East

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="MsoNormal"><span style="font-weight:bolder;"><u><span lang="en-us" style="font-size:12pt;line-height:17.12px;color:#000000;" xml:lang="en-us"> </span></u></span></p><p class="MsoListParagraphCxSpFirst" style="margin:0cm 0cm 0.0001pt 54pt;text-indent:-18pt;line-height:normal;"><span style="font-size:12pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:12pt;color:#000000;">To manage a team of dealers and drive business through them.</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 0.0001pt 54pt;text-indent:-18pt;line-height:normal;"><span style="font-size:12pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:12pt;color:#000000;">To ensure active management of clients & achieve the target active AUM</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 0.0001pt 54pt;text-indent:-18pt;line-height:normal;"><span style="font-size:12pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:12pt;color:#000000;">To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 0.0001pt 54pt;text-indent:-18pt;line-height:normal;"><span style="font-size:12pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:12pt;color:#000000;">To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 0.0001pt 54pt;text-indent:-18pt;line-height:normal;"><span style="font-size:12pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:12pt;color:#000000;">To achieve healthy revenues without compromising on clients profitability</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 0.0001pt 54pt;text-indent:-18pt;line-height:normal;"><span style="font-size:12pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:12pt;color:#000000;">To have clear focus on client mining</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 0.0001pt 54pt;text-indent:-18pt;line-height:normal;"><span style="font-size:12pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:12pt;color:#000000;">To conduct regular Client Meetings & update the same in the meeting tracker</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 0.0001pt 54pt;text-indent:-18pt;line-height:normal;"><span style="font-size:12pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:12pt;color:#000000;">To attain maximum reach of investment ideas/stock calls initiated</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 0.0001pt 54pt;text-indent:-18pt;line-height:normal;"><span style="font-size:12pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:12pt;color:#000000;">To assist in new client acquisition, building new relationships and increasing depth in existing relationships</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 0.0001pt 54pt;text-indent:-18pt;line-height:normal;"><span style="font-size:12pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:12pt;color:#000000;">Keep abreast of the market news, financial trends and current affairs</span></p><p style="margin-bottom:0px;padding:0px;font-size:16px;letter-spacing:-0.005em;"></p><p class="MsoListParagraphCxSpLast" style="margin:0cm 0cm 0.0001pt 54pt;text-indent:-18pt;line-height:normal;"><span style="font-size:12pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:12pt;color:#000000;">To attend post result concalls, analyst meets for improved client servicing</span></p><p><br /></p>