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PCG Sales Trader

Kotak Mahindra Bank·Delhi

Pay not stated3–8 yrsFull-time
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About the role

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 clients profitability

What you'll do

  • Ensure active management of clients & achieve the target active AUM
  • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options
  • Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
  • Achieve healthy revenues without compromising on clients profitability
  • Conduct regular Client Meetings & update the same in the meeting tracker

What you need

  • 3–8 yrs of experience
  • Sales
  • Financial statements
  • Communication
  • Customer service
  • JavaScript
  • MBA

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