Elite Client Services - Branch Dealer I - North

Kotak Securities Limited; Jaipur; On-site; INR 450,000 - 650,000; Full time

Job summary

Kotak Securities Limited in Jaipur seeks a proactive Elite Client Services professional to engage with inactive clients daily and provide equity portfolio guidance.

You will advise on long-term investments and short/medium-term trading ideas including futures and options, while maintaining strong relationships and collaborating with Relationship Managers.

The role emphasizes market awareness, compliance, and regular MIS updates to leadership.

Qualifications

• Experience engaging with inactive clients daily.
• Able to advise equity portfolios for long-term and trading ideas.
• Strong relationship-building and new business generation.
• Ensure compliance and risk adherence.
• Prepare regular MIS reports.

Responsibilities

• Engage with inactive clients daily and drive re-engagement.
• Advise clients on equity portfolios for long-term investments as well as trading ideas (futures & options).
• Develop and maintain long-term relationships to boost retention and generate new business.
• Coordinate with Relationship Managers to bolster overall business.
• Maintain market knowledge and market intelligence.
• Ensure all activities adhere to Compliance & Risk policies.
• Provide regular updates to your supervisor as required.
• Maintain daily MIS reports.

Skills

Client engagement

Portfolio advisory

Relationship management

Market knowledge

Compliance awareness

MIS reporting

Tools

Excel

Job description

Amrapali Marg, Jaipur, Rajasthan, India ..+ 3

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_735

Department

Elite Client Services

Location

Location Amrapali Marg, Jaipur, Rajasthan, India ..+ 3