Equity Dealer (Assistant Manager/ Deputy Manager)

Kotak Securities (KSL); Ernakulam; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Kotak Securities (KSL) in Kochi seeks an Equity Dealer at the Assistant Manager/Deputy Manager level. You will actively manage clients, assess risk, and tailor investment options to client needs while driving AUM growth.

The ideal candidate has 2 years of experience, strong communication and presentation skills, a proactive self-starter mindset, and the NISM VIII certificate. You will conduct client meetings, share market updates, and support profitability.

Qualifications

• Minimum 2 years of experience.
• Strong communication and presentation skills.
• Self-starter, proactive & target oriented.
• NISM VIII certificate is mandatory.

Responsibilities

• To ensure active management of clients & achieve the target active AUM.
• Identify customer needs, assess risk appetite and provide investment options.
• Provide regular market updates and portfolio changes to clients.
• Attain healthy revenues with client profitability in mind.
• Maintain focus on client mining and regular client meetings.
• Conduct post-result con-call/analyst meets for improved servicing.

Skills

Communication

Presentation

Self-starter

Target oriented

Proactive

Strong communicati on

Education

Graduate / Postgraduate

NISM VIII Certificate

Job description

Role - Equity Dealer

Designation - Assistant Manager/ Deputy Manager

Location - Kochi

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.