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Professional investor Desk - Advisor

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="MsoListParagraphCxSpFirst" style="margin-left:18pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To work in coordination with existing dealing and sales team and provide valued added research based inputs to our large clients.</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-left:18pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To liaison with research teams and provide inputs to clients on sectors, themes, stocks, tactical calls etc.</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-left:18pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us"> -- To review client’s existing equity holdings and provide stock views basis research coverage</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-left:18pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To constantly engage with research team and large clients on regular basis to provide value added inputs.</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-left:18pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><i><span lang="en-us" style="color:#000000;" xml:lang="en-us">.</span></i><span lang="en-us" style="color:#000000;" xml:lang="en-us"> – I’m not sure if this can be added in JD as there could be a compliance angle to it. Although, we do this.</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-left:18pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To ensure MIS is discussed with business managers and leaders and is used to push business and spot gaps.</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-left:18pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To be a key driver of Equity business from targeted large clients of PCG, Bank Channel and Branches.</span></p> <p class="MsoListParagraphCxSpLast" style="margin-left:18pt;text-indent:-18pt;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To assist and coordinate with internal team members for group meetings, webinars and other value added offerings for larger clients across locations.</span></p>