Senior Analyst - North & East

Kotak Securities · Gurgaon

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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

· To be an Equity Advisor for the top clients of Kotak Securities spread across three verticals (PCG, Alternate Channel & Branches). Manage large HNI clients across regions and build in-depth relationships to drive the business. · To work in coordination with existing dealing and sales team and provide valued added research based inputs to our large clients. · To liaison with research teams and provide inputs to clients on sectors, themes, stocks, tactical calls etc. · To review and analyze existing & prospective client portfolios and advise them, keeping in mind our research recommendations. · To constantly engage with research team and large clients on regular basis to provide value added inputs. · To meet large prospective clients along with dealing or sales team of three verticals (to on-board new large clients). · To ensure MIS is discussed with business managers and leaders and is used to push business and spot gaps. · To be a key driver of Equity business from targeted large clients of PCG, Bank Channel and Branches. · To assist and coordinate with internal team members for group meetings, webinars and other value added offerings for larger clients across locations. JOB REQUIREMENTS: · Post graduate with relevant work experience in managing equity/ equity related products. · Need to have an understanding of equity research (i.e. sectors, businesses and valuations) along with other offerings in the broking space. · People with background in research & advisory with strong market knowledge will be preferred. · To have analytical skills to work on data and derive meaningful insights/evaluate various ideas and the ability to execute a business plan. · Excellent Inter personal skills and ability to work across departments and ability to manage relationships with channel partners. · To comply with internal compliances & satisfactorily complete internal as well as external audit requirements. · Need to have good communication skills, be very approachable and should have the ability to maintain good rapport with all stakeholders. · To follow best practices of industry, code of conducts and satisfy all regulatory requirements needed from time to time.