Elite Client Services - Branch Dealer I - East

Kotak Securities Limited; Kolkata District; On-site; INR 400,000 - 800,000; Full time

Job summary

Kotak Securities Limited in Kolkata invites applications for a role focused on actively re-engaging inactive clients and advising on equity portfolios and trading ideas. You will work to build long-term relationships, support relationship managers, and ensure market awareness and compliance across activities.

The position emphasizes daily MIS reporting and ongoing client outreach to sustain retention and drive new business opportunities within the Elite Client Services unit.

Responsibilities

• Engage with inactive clients daily.
• Advise clients on equity portfolios for long-term investments and on positional trading ideas including Futures and Options trading.
• Develop and maintain long-term client relationships to sustain retention and generate new business.
• Coordinate with Relationship Managers to support business growth.
• Keep up to date with market knowledge and market intelligence.
• Ensure all activities comply with Compliance & Risk.
• Provide regular updates to the immediate superior as required.
• Maintain daily MIS reports.

Skills

Client engagement

Equity advisory

F&O ideas

Relationship management

Job description

Full Time

Job Description

• Responsible for engaging with inactive clients on a daily basis.
• Responsible for advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term, as also Futures and Options Trading.
• Develop and maintain a long-term relationship with clients to maintain a high level of retention and also focus on generating new business.
• To maintain synergy with Relationship Managers, by supporting their efforts to enhance business.
• To keep abreast with the market knowledge and market intelligence.
• Responsible to ensure all activities are in adherence as per Compliance & Risk.
• Provide regular updates to the immediate superior as and when required.
• Maintaining regular MIS reports on daily basis

Job Snapshot

Updated Date

27-10-2026

Job ID

Job_737

Department

Elite Client Services

Location