Neo Dealer Branch -CRC

Role overview

Neo Dealer Branch -CRC 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

• Job Role:
• 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