Broking - Team Member – TPP
Kotak Securities · Remote
Collected role description
Role overview
Broking - Team Member – TPP at Kotak Securities
Responsibilities
- Provide regular updates to the immediate superior as and when require.
Additional role details
- Experience of working as IC with wealth management teams
- Knowledge of MF/PMS/AIF products
- Understanding debt/equity markets and skills to analyze client data to develop strategies for meeting financial goals
- Individual Client management experience.