Franchisee - Neo Dealer Franchisee - West

Kotak Securities · Remote

Collected role description

Franchisee - Neo Dealer Franchisee - West at Kotak Securities

To be responsible for dealing coordinators clients
To be responsible for sourcing new accounts through coordinators
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/coordinators 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 concals, analyst meets for improved client servicing