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Alternate Channel - Neo Dealer I Alternate Channel - 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 style="margin:0cm 0cm 0.0001pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" style="font-size:11pt;font-family:Calibri, sans-serif;" xml:lang="en-us">· To ensure active management of clients & achieve the target <a name="m_4502349112029152511_m_-305380066213637" style="background-color:transparent;"></a>active AUM</span></p><p style="margin:0cm 0cm 0.0001pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" style="font-size:11pt;font-family:Calibri, sans-serif;" xml:lang="en-us">· To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options</span></p><p style="margin:0cm 0cm 0.0001pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" style="font-size:11pt;font-family:Calibri, sans-serif;" xml:lang="en-us">· To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio</span></p><p style="margin:0cm 0cm 0.0001pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" style="font-size:11pt;font-family:Calibri, sans-serif;" xml:lang="en-us">· To achieve healthy revenues without compromising on client profitability</span></p><p style="margin:0cm 0cm 0.0001pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" style="font-size:11pt;font-family:Calibri, sans-serif;" xml:lang="en-us">· To have clear focus on client mining</span></p><p style="margin:0cm 0cm 0.0001pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" style="font-size:11pt;font-family:Calibri, sans-serif;" xml:lang="en-us">· To conduct regular Client Meetings & update the same in the meeting tracker</span></p><p style="margin:0cm 0cm 0.0001pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" style="font-size:11pt;font-family:Calibri, sans-serif;" xml:lang="en-us">· To attain maximum reach of investment ideas/stock calls initiated</span></p><p style="margin:0cm 0cm 0.0001pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" style="font-size:11pt;font-family:Calibri, sans-serif;" xml:lang="en-us">· Keep abreast of the market news, financial trends and current affairs</span></p><p style="margin:0cm 0cm 0.0001pt 18pt;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;"><span lang="en-us" style="font-size:11pt;font-family:Calibri, sans-serif;" xml:lang="en-us">· To attend post result con-calls, analyst meets for improved client servicing.</span></p>