Dealer - Branch Dealing

☞ Kotak Securities

View: 101

Update day: 03-06-2024

Location: Meerut Uttar Pradesh

Category: IT - Hardware / Networking Information Technology Security

Industry: Financial Services

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Job content

Department: Broking channel

Designation:Branch Dealer

Grade: E1 or E2 – Assistant Manager OR Deputy Manager

Years of Exp: 1 to 4 yrs

Reporting to: M5

Location: Meerut

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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Deadline: 18-07-2024

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