Equity Dealer (Assistant Manager/ Deputy Manager)

Kotak Securities (KSL); Chennai; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Securities (KSL) in Chennai is looking for an Equity Dealer at Assistant Manager/ Deputy Manager level. You will actively manage clients to grow AUM, assess risk, and present investment ideas while providing market updates and portfolio adjustments.

The candidate should have a graduate or postgraduate degree with 2+ years of experience, strong communication and presentation skills, and a proactive, target-driven mindset. NISM VIII is mandatory.

Qualifications

• Graduate or postgraduate with minimum 2 years experience.
• Good communication and presentation skills.
• Self-starter, proactive and target oriented.
• NISM VIII certificate is mandatory.

Responsibilities

• Actively manage clients to achieve target active AUM.
• Identify customer needs, assess risk appetite, and provide investment options.
• Provide regular market updates and portfolio changes to clients.
• Achieve revenues without compromising client profitability.
• Focus on client mining and meeting tracking.
• Conduct regular client meetings and update the meeting tracker.
• Attain maximum reach of investment ideas/stock calls.
• Stay updated on market news, trends and current affairs.
• Attend post-result con-calls and analyst meets for improved servicing.

Skills

Communication skills

Presentation skills

Self-starter

Proactive

Target oriented

Education

Graduate or Postgraduate

Job description

Role - Equity Dealer

Designation - Assistant Manager/ Deputy Manager

Location - Chennai

Role & responsibilities:

• 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.

Preferred candidate profile:

• Graduate / Postgraduate with minimum of 2year experience.
• Should have good communication & presentation skills.
• Should be a self-starter, proactive & target oriented.
• Should possess strong communication skills.
• NISM VIII certificate is mandatory.