Dealer - Alternate Channel
Published date: 2026/11/08
- Location: Lucknow, Uttar pardesh, India
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Dealer - Alternate Channel
Kotak Securities
Lucknow, Uttar Pradesh
Apply
17 hours agoFull–time
Job Role - 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 client 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 - Keep abreast of the market news, financial trends and current affairs - To attend post result con-calls, analyst meets for improved client servicing. Skills - Graduate / Post graduate with 1 to 4 yrs experience. - Should have good communication & presentation skills. - Should be a self-starter, proactive & target oriented. - Should possess strong communication skills. - NISM/NCFM VIII certificate is necessary
Dealer - Alternate Channel
Kotak Securities
Lucknow, Uttar Pradesh
Apply
17 hours agoFull–time
Job Role - 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 client 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 - Keep abreast of the market news, financial trends and current affairs - To attend post result con-calls, analyst meets for improved client servicing. Skills - Graduate / Post graduate with 1 to 4 yrs experience. - Should have good communication & presentation skills. - Should be a self-starter, proactive & target oriented. - Should possess strong communication skills. - NISM/NCFM VIII certificate is necessary
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