Team Member Onboarding

Role overview

Team Member Onboarding at Kotak Securities

Responsibilities

• Support the client decision making with use of technology enabled tools in scalable way

Additional role details

• Job Role
• Onboarding of newly acquired clients.
• To activate the clients by using our various platforms.
• Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
• Propose investment options based on customer needs by assessing their risk appetite.
• Develop Knowledge of market news, financial trends, current affairs and data points
• Responsible to ensure all activities are in adherence as per Compliance & Risk.
• Participate in various on desk campaigns to make them successful