Dealer-I
KotakNoida, Uttar Pradesh, India
Posted August 29, 2023
Full Time
About the Company
Kotak Mahindra Group is a leading Indian financial services conglomerate offering banking, insurance, and investment services.
Job Description
This Dealer-I role involves managing client accounts and providing investment options, identifying customer needs, assessing risk appetite, and ensuring portfolio performance. The role requires regular market updates, client meetings, and identifying investment opportunities.
Requirements
- Graduate / Post graduate with 1 to 4 yrs experience.
- Good communication and presentation skills.
- Self-starter, proactive & target oriented.
- Strong communication skills.
- NISM/NCFM VIII certificate is necessary.