Senior Analyst - North & East

Role overview

Senior Analyst - North & East at Kotak Securities

Preferred qualifications and skills

• People with background in research & advisory with strong market knowledge will be preferred.

Employment details

• Location: MG Road DLF City [Gurgaon] [Haryana] [India]

About the employer

• To be an Equity Advisor for the top clients of Kotak Securities spread across three verticals (PCG, Alternate Channel & Branches).

Additional role details

• Manage large HNI clients across regions and build in-depth relationships to drive the business.
• 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 and analyze existing & prospective client portfolios and advise them, keeping in mind our research recommendations.
• To constantly engage with research team and large clients on regular basis to provide value added inputs.
• To meet large prospective clients along with dealing or sales team of three verticals (to on-board new large clients).
• 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.
• JOB REQUIREMENTS:
• Post graduate with relevant work experience in managing equity/ equity related products.
• Need to have an understanding of equity research (i.e. sectors, businesses and valuations) along with other offerings in the broking space.
• To have analytical skills to work on data and derive meaningful insights/evaluate various ideas and the ability to execute a business plan.
• Excellent Inter personal skills and ability to work across departments and ability to manage relationships with channel partners.
• To comply with internal compliances & satisfactorily complete internal as well as external audit requirements.
• Need to have good communication skills, be very approachable and should have the ability to maintain good rapport with all stakeholders.
• To follow best practices of industry, code of conducts and satisfy all regulatory requirements needed from time to time.