Onboarding and Reactivation

Department: Digital Business Unit

Role: Reactivation Department (Executive Advisory)

Designation: E1 Assistant Manager

Location: Goregaon

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.

Role: Team Member Onboarding

Designation: E1 Assistant Manager

Location: Goregaon

Job Description:

Onboarding of newly acquired clients.

• To activate the clients by using our various platforms.

• 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 in scalable way

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

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

• Participate in various on desk campaigns to make them successful

Interested candidates share your resumes on bhagyashree.karpe@kotak.com

Contact no.- +91 2242858419