MUMBAI · FULLTIME
Walk-in || Onboarding - Assistant Manager

Kotak Securities
Mumbai · onsite · Posted 9d ago
Sourced from
Undisclosed0–1 yrsfulltimeMumbai
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Section · 01
About this role
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
NISM 5A & 8 is mandatory
Contact : Divya Kap
[phone removed]
Interested candidates can share their resumes on
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Section · 02
Skills
NISMMutual FundsStock BrokingShare MarketTradingStock MarketShares
Section · Company
About Kotak Securities

Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
About
Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.
Industries
Financial Services
Employee ratings
10 reviews
3.6/ 5
Culture
2.8
Career growth
3.0
Work-life
3.7
Employees rate it well for
Work-Life Balance36Overall Company36
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