BrokingRelationshipBranch dealing dealer
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
Apply on BeBee India
BrokingRelationshipBranch Dealing-Dealer
Kotak Mahindra Bank
Ahmedabad, Gujarat
Apply on BeBee India
20 hours ago
Full–time
Department: Broking channel
Designation: Branch Dealer
Grade: E1 or E2 – Assistant Manager OR Deputy Manager
Years of Exp: 1 to 4 yrs
Reporting to: M3/M4
Location: Mumbai
Role
• Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
• To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
• To keep abreast with the market knowledge and market intelligence.
• Responsible to ensure all activities are in adherence as per Compliance & Risk.
• Provide regular updates to the immediate superior as and when required.
Skills:
• Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side
• Should have sound understanding of capital markets,
• Should be a result-oriented, self–starter, proactive
• Should possess strong networking & relationship building skills, and good communication skills.
• Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives
BrokingRelationshipBranch Dealing-Dealer
Kotak Mahindra Bank
Ahmedabad, Gujarat
Apply on BeBee India
20 hours ago
Full–time
Department: Broking channel
Designation: Branch Dealer
Grade: E1 or E2 – Assistant Manager OR Deputy Manager
Years of Exp: 1 to 4 yrs
Reporting to: M3/M4
Location: Mumbai
Role
• Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
• To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
• To keep abreast with the market knowledge and market intelligence.
• Responsible to ensure all activities are in adherence as per Compliance & Risk.
• Provide regular updates to the immediate superior as and when required.
Skills:
• Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side
• Should have sound understanding of capital markets,
• Should be a result-oriented, self–starter, proactive
• Should possess strong networking & relationship building skills, and good communication skills.
• Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives
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