Elite Client Services - Branch Dealer I - West

Kotak Securities Limited; Mumbai; On-site; INR 500,000 - 800,000; Full time

Job summary

Kotak Securities Limited is seeking a proactive Client Advisor in Mumbai to engage with inactive clients, advise on equity portfolios for long-term growth, and propose short/medium-term trading ideas including Futures and Options. You will also collaborate with Relationship Managers to expand business and maintain market intelligence.

The role emphasizes compliance, daily MIS reporting, and sustained client retention to drive revenue.

Responsibilities

• Engage with inactive clients daily.
• Advise clients on equity portfolios for long-term investments and provide positional trading ideas for short/medium term, including Futures and Options.
• Develop and maintain long-term relationships to ensure high retention and generate new business.
• Maintain synergy with Relationship Managers to support their business development efforts.
• Keep abreast of market knowledge and market intelligence.
• Ensure all activities comply with Compliance & Risk guidelines.
• Provide regular updates to the immediate superior as required.
• Maintain regular MIS reports on a daily basis.

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_734

Department

Elite Client Services

Location