Kotak Neo
PCG - Cat 2 - Neo PCG Sales Trader - East
- Compensation
- Not disclosed
- Location
- India
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- Not specified
- Category
- Sales
- Posted
Full description
Key responsibilities and accountabilities
- To ensure active management of clients & achieve the target active AUM
- To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
- To achieve healthy revenues without compromising on clients profitability
- To have clear focus on client mining
- To conduct regular Client Meetings & update the same in the meeting tracker
- To attain maximum reach of investment ideas/stock calls initiated
- To assist in new client acquisition, building new relationships and increasing depth in existing relationships
- Keep abreast of the market news, financial trends and current affairs
- To attend post result concals, analyst meets for improved client servicing