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Franchisee - Neo Dealer Franchisee - West

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:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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 dealing coordinators clients</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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 sourcing new accounts through coordinators</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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/coordinators Meetings & update the same in the meeting tracker</span></p><p class="MsoListParagraphCxSpMiddle" style="margin:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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:0cm 0cm 10pt 54pt;font-family:roboto;text-indent:-18pt;line-height:16.1px;"><span lang="en-us" style="font-family:Symbol;" xml:lang="en-us">·<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>