Kotak Securities Looking for HNI Equity Dealer – Private Client Group at Bengaluru, Karnataka, India Full Time

Kotak Securities – Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.

We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL processes lakhs of secondary market trades every day.

A one stop shop to clients Investment needs in-Direct stock trading, MF/PMS/AIF/Bonds/Corporate FD’s, Global equity investments, Unlisted & Pre IPO funds, Credit Solutions- LAS, ESOP financing, IPO funding, Business & Consumer loans, and Life & General Insurance, Estate planning among others.

Position Summary

We are looking at expanding our PCG Dealing as we feel in the current regulatory environment a broking house will be better placed in comparison to a bank to offer interesting & effective investment products to clients.

Also PCG Dealing in the broking house understand the pulse of the markets since they have lot of access to quality research.

Position : Private Client Group – PCG Dealing

ing to : Vice President

Locations : Bangalore, Hyderabad, Chennai

Responsibilities

• Managing financial portfolios of and on boarding High net-worth individuals and Corporate Clientele
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
• Attain maximum reach of investment ideas/stock calls initiated
• Achieve healthy revenues without compromising on clients profitability
• Ensure active management of clients & achieve the target active AUM
• Have clear focus on client mining
• Assist in new client acquisition, building new relationships and increasing depth in existing relationships
• Conduct regular Client Meetings & update the same in the meeting tracker
• Keep abreast of the market news, financial trends and current affairs

Preferred Eligibility

• Minimum of 4+ years of experience as a Equity Dealer/trader in a broking firm.
• Certified in NISM/NCFM VIII certificate is Mandatory.
• Must have a sound understanding/knowledge of capital markets.

If you wish to apply for this job position, please send in your application to [email protected]