Elite Client Services - Bank Channel Dealer I - South

Kotak Securities Limited; Chennai; On-site; INR 300,000 - 600,000; Full time

Job summary

Kotak Securities Limited is seeking a Bank Channel Dealer I in South Adyar, Chennai to actively manage clients and grow AUM. You will assess client risk, offer investment options, and provide ongoing market updates. The role focuses on client profitability, regular meetings, and broad distribution of investment ideas.

You will attend post-earnings calls and analyst meetings to improve client servicing and maintain strong client relationships within the Chennai market.

Responsibilities

• Active management of clients and achievement of target active AUM.
• Identify customer needs, assess risk appetite and provide investment options.
• Provide regular updates on market changes and portfolio adjustments.
• Maintain healthy revenues while protecting client profitability.
• Maintain a clear focus on client mining and growth.
• Conduct regular client meetings and record updates in the meeting tracker.
• Achieve maximum reach of investment ideas/stock calls.
• Stay informed on market news, financial trends and current affairs.
• Attend post-result conference calls and analyst meets for enhanced servicing.

Job description

Elite Client Services - Bank Channel Dealer I - South Adyar, Chennai, Tamil Nadu, India ..+ 3 Full Time

Job Description

• To ensure active management of clients & achieve the target active AUM
• To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
• To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
• To achieve healthy revenues without compromising on client profitability
• To have clear focus on client mining
• To conduct regular Client Meetings & update the same in the meeting tracker
• To attain maximum reach of investment ideas/stock calls initiated
• Keep abreast of the market news, financial trends and current affairs
• To attend post result con-calls, analyst meets for improved client servicing.