Dealer-I
KotakNoida, Uttar Pradesh, India
Posted August 8, 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 active client management, identifying customer needs, assessing risk appetite, and providing investment options. The position focuses on achieving revenue targets and maintaining healthy client profitability while staying updated on market news and financial trends. Regular client meetings and analysis are also key responsibilities.
Requirements
- Graduate / Post graduate with 1 to 4 yrs experience.
- Good communication & presentation skills.
- Self-starter, proactive, and target-oriented.
- Strong communication skills.
- NISM/NCFM VIII certificate is necessary.