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Broking - Neo dealer Branch - East

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:0cm 0cm 7.5pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;line-height:normal;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·</span><span style="font-size:7pt;font-family:'Times New Roman', serif;color:#000000;"> </span><span style="font-size:10.5pt;font-family:Roboto, serif;color:#000000;">Responsible for engaging with inactive clients on a daily basis.</span></p><p class="MsoNormal" style="margin:0cm 0cm 7.5pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;line-height:normal;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·</span><span style="font-size:7pt;font-family:'Times New Roman', serif;color:#000000;"> </span><span style="font-size:10.5pt;font-family:Roboto, serif;color:#000000;">Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading.</span></p><p class="MsoNormal" style="margin:0cm 0cm 7.5pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;line-height:normal;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·</span><span style="font-size:7pt;font-family:'Times New Roman', serif;color:#000000;"> </span><span style="font-size:10.5pt;font-family:Roboto, serif;color:#000000;">Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business.</span></p><p class="MsoNormal" style="margin:0cm 0cm 7.5pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;line-height:normal;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·</span><span style="font-size:7pt;font-family:'Times New Roman', serif;color:#000000;"> </span><span style="font-size:10.5pt;font-family:Roboto, serif;color:#000000;">To maintain synergy with Relationship Managers, by supporting their efforts to enhance business.</span></p><p class="MsoNormal" style="margin:0cm 0cm 7.5pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;line-height:normal;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·</span><span style="font-size:7pt;font-family:'Times New Roman', serif;color:#000000;"> </span><span style="font-size:10.5pt;font-family:Roboto, serif;color:#000000;">To keep abreast with the market knowledge and market intelligence.</span></p><p class="MsoNormal" style="margin:0cm 0cm 7.5pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;line-height:normal;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·</span><span style="font-size:7pt;font-family:'Times New Roman', serif;color:#000000;"> </span><span style="font-size:10.5pt;font-family:Roboto, serif;color:#000000;">Responsible to ensure all activities are in adherence as per Compliance & Risk.</span></p><p class="MsoNormal" style="margin:0cm 0cm 7.5pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;line-height:normal;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·</span><span style="font-size:7pt;font-family:'Times New Roman', serif;color:#000000;"> </span><span style="font-size:10.5pt;font-family:Roboto, serif;color:#000000;">Provide regular updates to the immediate superior as and when required.</span></p><p class="MsoNormal" style="margin:0cm 0cm 7.5pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;text-indent:-18pt;line-height:normal;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·</span><span style="font-size:7pt;font-family:'Times New Roman', serif;color:#000000;"> </span><span style="font-size:10.5pt;font-family:Roboto, serif;color:#000000;">Maintaining regular MIS reports on daily basis</span></p>