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Digital Business - VRM - Cash - West

Kotak Securities · Remote

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Collected role description

Role overview

Digital Business - VRM - Cash - West at Kotak Securities

Responsibilities

  • Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.

Additional role details

  • Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
  • To maintain a synergetic relationship 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.