Digital Business - VRM - TPP - Corporate

Kotak Securities · Mumbai

Collected role description

Digital Business - VRM - TPP - Corporate at Kotak Securities

Should have complete knowledge about MF,EQUITY

Managing 150 to 200 potential leads of customers per day.

Good communication skills.

Sharing investment ideas to the clients based on their needs.

Generating revenues without compromising on clients risk and profitability.

Should develop knowledge of market news, financial trends and current affairs.

Analyze customer portfolio & give appropriate advice

Responsible to ensure all activities are in adherence as per Compliance & Risk