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Digital Business - VRM - TPP - Corporate

Kotak Securities · Mumbai

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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="color:#1F497D;"> </span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="color:#000000;">Managing 150 to 200 potential leads of customers per day.</span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="color:#000000;">Should have complete knowledge about MF,EQUITY</span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="color:#000000;">Good communication skills.</span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="color:#000000;">Sharing investment ideas to the clients based on their needs.</span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Symbol;color:#000000;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="color:#000000;">Generating revenues without compromising on clients risk and profitability. </span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Symbol;color:#000000;">·<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">Should develop knowledge of market news, financial trends and current affairs.</span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Symbol;color:#000000;">·<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">Analyze customer portfolio & give appropriate advice</span></p> <p class="MsoListParagraph" style="text-indent:-18pt;"><span style="font-family:Symbol;color:#000000;">·<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">Responsible to ensure all activities are in adherence as per Compliance</span><span lang="en-us" style="font-family:'Calibri Light', sans-serif;color:#000000;" xml:lang="en-us"> & Risk</span></p> <p class="MsoNormal"><span style="color:#1F497D;"> </span></p>