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Neo PCG Sales Trader

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" style="margin-bottom:0.0001pt;"><span style="font-weight:bolder;"><span lang="en-us" xml:lang="en-us">Key responsibilities and accountabilities</span></span></p><p class="MsoNormal" style="margin-bottom:0.0001pt;"><span lang="en-us" xml:lang="en-us"> </span></p><p class="MsoListParagraphCxSpFirst" style="margin-bottom:0.0001pt;text-indent:-18pt;"><span lang="en-us" xml:lang="en-us">1.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To ensure active management of clients & achieve the target active AUM</span></p><p class="MsoListParagraphCxSpMiddle" style="margin-bottom:0.0001pt;text-indent:-18pt;"><span lang="en-us" xml:lang="en-us">2.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options</span></p><p class="MsoListParagraphCxSpMiddle" style="margin-bottom:0.0001pt;text-indent:-18pt;"><span lang="en-us" xml:lang="en-us">3.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio</span></p><p class="MsoListParagraphCxSpMiddle" style="margin-bottom:0.0001pt;text-indent:-18pt;"><span lang="en-us" xml:lang="en-us">4.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To achieve healthy revenues without compromising on clients profitability</span></p><p class="MsoListParagraphCxSpMiddle" style="margin-bottom:0.0001pt;text-indent:-18pt;"><span lang="en-us" xml:lang="en-us">5.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To have clear focus on client mining</span></p><p class="MsoListParagraphCxSpMiddle" style="margin-bottom:0.0001pt;text-indent:-18pt;"><span lang="en-us" xml:lang="en-us">6.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To conduct regular Client Meetings & update the same in the meeting tracker</span></p><p class="MsoListParagraphCxSpMiddle" style="margin-bottom:0.0001pt;text-indent:-18pt;"><span lang="en-us" xml:lang="en-us">7.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To attain maximum reach of investment ideas/stock calls initiated</span></p><p class="MsoListParagraphCxSpMiddle" style="margin-bottom:0.0001pt;text-indent:-18pt;"><span lang="en-us" xml:lang="en-us">8.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To assist in new client acquisition, building new relationships and increasing depth in existing relationships</span></p><p class="MsoListParagraphCxSpMiddle" style="margin-bottom:0.0001pt;text-indent:-18pt;"><span lang="en-us" xml:lang="en-us">9.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">Keep abreast of the market news, financial trends and current affairs</span></p><p class="MsoListParagraphCxSpLast" style="margin-bottom:0.0001pt;text-indent:-18pt;"><span lang="en-us" xml:lang="en-us">10.<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" xml:lang="en-us">To attend post result concals, analyst meets for improved client servicing</span></p>