Broking Dealer (Assistant Manager & Deputy Manager)

Role (Broking Channel)

Designation - Branch Dealer

Location - Mumbai

Responsibilities

1. 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.

2. 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.

3. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts
to enhance business.

4. To keep abreast with the market knowledge and market intelligence.

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

6. Provide regular updates to the immediate superior as and when required.

Skills & Knowledge:

1. Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in

Equities on the client advisory side

2. Should have sound understanding of capital markets,

3. Should be a result-oriented, self-starter, proactive

4. Should possess strong networking & relationship building skills, and good communication
skills.

5. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.

Share CV on bhagyashree.karpe@kotak.com

Contact number - +91 2242858419