Digital Business - Team Member - Corporate

Kotak Securities · Mumbai

Source and collection record

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

JOB ROLE • Managing of 3000 to 5000 customers per dealer. • To achieve healthy revenues without compromising on clients profitability. • Should focus on overall portfolio growth, client activity ratio and quality of information delivered. • Propose investment options based on customer needs by assessing their risk appetite. • Support the client decision making with use of technology enabled tools • Develop Knowledge of market news, financial trends and current affairs • Analyse customer portfolio & give appropriate advice • Responsible to ensure all activities are in adherence as per Compliance & Risk. • Assist in increasing depth in existing relationships