Onboarding - Assistant Manager at Kotak… · Mumbai…

Job Description:

• End to End guidance for first trade activation of new Demat Ac.

• To achieve healthy revenues without compromising on clients profitability.

• 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.

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

• Develop Knowledge of market news, financial trends and current affairs

• Analyze customer portfolio & give appropriate advice

• Responsible to ensure all activities are in adherence as per Compliance & Risk.

• Assist in increasing depth in existing relationships

Interested candidates can share their resumes on

kanojia.komal@kotak.com