Digital Business - VRM - TPP - Corporate
Kotak Securities · Mumbai
Collected role description
Role overview
Digital Business - VRM - TPP - Corporate at Kotak Securities
Responsibilities
- Analyze customer portfolio & give appropriate advice
Employment details
- Location: Kotak Infiniti [Mumbai] [Maharashtra] [India]
Additional role details
- Managing 150 to 200 potential leads of customers per day.
- Should have complete knowledge about MF,EQUITY
- 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.
- Responsible to ensure all activities are in adherence as per Compliance & Risk