Broking - Neo Dealer Branch - West
Kotak Securities · Remote
Collected role description
Role overview
Broking - Neo Dealer Branch - West at Kotak Securities
Responsibilities
- Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business.
Additional role details
- Responsible for engaging with inactive clients on a daily basis.
- Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading.
- To maintain synergy with Relationship Managers, by supporting their efforts to enhance business.
- To keep abreast with the market knowledge and market intelligence.
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
- Provide regular updates to the immediate superior as and when required.
- Maintaining regular MIS reports on daily basis