Dealer-I
KotakNoida, Uttar Pradesh, India
Posted July 10, 2023
Full Time
About the Company
Kotak Mahindra Group is a leading Indian financial services conglomerate offering banking, insurance, and investment services.
Job Description
This Dealer-I role focuses on managing active client portfolios, identifying needs, assessing risk, and providing investment options. The role requires regular client interaction, market updates, portfolio monitoring, and achieving revenue targets while maintaining profitability and client satisfaction. The position involves client meetings and market analysis.
Requirements
- Graduate / Post graduate with 1 to 4 yrs experience
- Good communication and presentation skills
- Self-starter, proactive & target oriented
- Strong communication skills
- NISM/NCFM VIII certificate