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Onboarding - Assistant Manager
Kotak Securities
posted 11hr ago
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Job Description
Department: Digital Business Unit
Role: Onboarding Executive
Designation: E1 & E2 Assistant Manager/Deputy Manager
Location: Mumbai
Job Description:
- End to End guidance for trade activation of new 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
Interested candidates can share their resumes on
amisha.bidwadkar@kotak.com
Contact No. 7218287071
Employment Type: Full Time, Permanent
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What people at Kotak Securities are saying
Rating based on 409 Assistant Manager
reviews
Anonymous · Retail & B2C Sales
in Hyderabad / Secunderabad, Telangana
It's a waste company. When I went for interview, in secunderabad KOTAK SECURITIES Branch, they treated me like shit. No one take care about you. I'm the only one when I went for interview at that time, but they are having fun and ignored me. I told them that I'm here for interview but they just told me to wait outside. I don't know h..Read More
I really don't this company. Stupid people in secunderabad KOTAK SECURITIES Branch. They don't that position. All are waste.
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