PCG - Cat 2 - Neo PCG Sales Trader - East

Kotak Securities · Remote

Collected role description

PCG - Cat 2 - Neo PCG Sales Trader - East at Kotak Securities

Key responsibilities and accountabilities
1. To ensure active management of clients & achieve the target active AUM
2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
4. To achieve healthy revenues without compromising on clients profitability
5. To have clear focus on client mining
6. To conduct regular Client Meetings & update the same in the meeting tracker
7. To attain maximum reach of investment ideas/stock calls initiated
8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships
9. Keep abreast of the market news, financial trends and current affairs
10. To attend post result concals, analyst meets for improved client servicing