Reactivation - Assistant manager

Job Description:

• Reactivation of inactive/dormant/Inoperative Demat Ac.

• To achieve healthy revenues without compromising on clients profitability.

• Should focus on overall portfolio growth, client activity ratio and quality of information delivered.

• Propose investment options based on customer needs by assessing their risk appetite.

• Support the client decision making with use of technology enabled tools

• Develop Knowledge of market news, financial trends and current affairs

• Analyze customer portfolio & give appropriate advice

• Responsible to ensure all activities are in adherence as per Compliance & Risk.

• Assist in increasing depth in existing relationships.

Kindly share your resumes on mentioned mail id.

siddhi.kalebere@kotak.com