PCG - Cat 2 – Dealing -Team Manager - East

Kotak Securities · Remote

Collected role description

PCG - Cat 2 – Dealing -Team Manager - East at Kotak Securities

To manage a team of dealers and drive business through them.
To ensure active management of clients & achieve the target active AUM
To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
To achieve healthy revenues without compromising on clients profitability
To have clear focus on client mining
To conduct regular Client Meetings & update the same in the meeting tracker
To attain maximum reach of investment ideas/stock calls initiated
To assist in new client acquisition, building new relationships and increasing depth in existing relationships
Keep abreast of the market news, financial trends and current affairs
To attend post result concalls, analyst meets for improved client servicing