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Broking - Team Member-Asset

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-top:0cm;margin-right:0cm;margin-bottom:8pt;margin-left:72pt;text-indent:-18pt;line-height:105%;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To manage the third party product</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-top:0cm;margin-right:0cm;margin-bottom:8pt;margin-left:72pt;text-indent:-18pt;line-height:105%;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To manage the relationship with HNI clients & Ultra HNI clients.</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-top:0cm;margin-right:0cm;margin-bottom:8pt;margin-left:72pt;text-indent:-18pt;line-height:105%;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To implement relevant strategic & tactical management initiatives.</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-top:0cm;margin-right:0cm;margin-bottom:8pt;margin-left:72pt;text-indent:-18pt;line-height:105%;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To support the channel by assisting them with timely reverts on their MIS related queries.</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-top:0cm;margin-right:0cm;margin-bottom:8pt;margin-left:72pt;text-indent:-18pt;line-height:105%;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To analyze and to generate relevant reports and outputs which impact business decisions</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-top:0cm;margin-right:0cm;margin-bottom:8pt;margin-left:72pt;text-indent:-18pt;line-height:105%;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To manage product related MIS & analytics.</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-top:0cm;margin-right:0cm;margin-bottom:8pt;margin-left:72pt;text-indent:-18pt;line-height:105%;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To be a key driver in TPP Team and generate important reports.</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-top:0cm;margin-right:0cm;margin-bottom:8pt;margin-left:72pt;text-indent:-18pt;line-height:105%;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">To assist the region to meet the product targets.</span></p> <p class="MsoListParagraphCxSpMiddle" style="margin-top:0cm;margin-right:0cm;margin-bottom:8pt;margin-left:72pt;text-indent:-18pt;line-height:105%;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">Portfolio analysis for existing & prospective clients. </span></p> <p class="MsoListParagraphCxSpLast" style="margin-top:0cm;margin-right:0cm;margin-bottom:8pt;margin-left:72pt;text-indent:-18pt;line-height:105%;"><span lang="en-us" style="font-family:Symbol;color:#000000;" xml:lang="en-us">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-us" style="color:#000000;" xml:lang="en-us">Regular training of Broking RM’s & dealers.</span></p> <span lang="en-us" style="font-size:11pt;font-family:Calibri, sans-serif;color:#000000;" xml:lang="en-us">Conceptualize, launch and track Team building activities/exercises in line with the Business requirements</span>