Elite Client Services - Branch Dealer I - South

Kotak Securities Limited; Bengaluru; On-site; INR 450,000 - 750,000; Full time

Job summary

Kotak Securities Limited in Bengaluru is seeking a full-time Client Advisor to engage with inactive clients daily, advise on equity portfolios for long-term investments and provide short/medium-term trading ideas including futures and options.

You will build long-term relationships, collaborate with Relationship Managers, stay updated with market intelligence, ensure compliance, and generate regular MIS reports.

Qualifications

• Experience in handling active/inactive clients in equity markets.
• Ability to advise on equity portfolios for long-term investments and trading ideas (F&O).
• Proven track record in client relationship management and cross-functional collaboration.

Responsibilities

• Engage with inactive clients daily.
• Advise clients on equity portfolios for long-term and short/medium-term trading ideas including F&O.
• Develop and maintain long-term client relationships; generate new business.

Skills

Client engagement

Equity trading advisory

Relationship management

Market knowledge

MIS reporting

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_736

Department

Elite Client Services

Location