Professional investor Desk - Advisor

Kotak Securities · Remote

Collected role description

Professional investor Desk - Advisor at Kotak Securities

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 client’s existing equity holdings and provide stock views basis research coverage
To constantly engage with research team and large clients on regular basis to provide value added inputs.
. – I’m not sure if this can be added in JD as there could be a compliance angle to it.
Although, we do this.
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.