Broking - Team Member-Asset

Kotak Securities · Remote

Collected role description

Broking - Team Member-Asset at Kotak Securities

To manage the third party product
To manage the relationship with HNI clients & Ultra HNI clients.
To implement relevant strategic & tactical management initiatives.
To support the channel by assisting them with timely reverts on their MIS related queries.
To analyze and to generate relevant reports and outputs which impact business decisions
To manage product related MIS & analytics.
To be a key driver in TPP Team and generate important reports.
To assist the region to meet the product targets.
Portfolio analysis for existing & prospective clients.
Regular training of Broking RM’s & dealers.
Conceptualize, launch and track Team building activities/exercises in line with the Business requirements