Onboarding - Assistant Manager

Job description Department: Digital Business Unit Role: Onboarding Executive Designation: E1 & E2 Assistant Manager/Deputy Manager Location: Mumbai Job Description: End to End guidance for trade activation of new Demat Ac. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs Analyze customer portfolio & give appropriate advice Responsible to ensure all activities are in adherence as per Compliance & Risk. Assist in increasing depth in existing relationships Interested candidates can share their resumes on amisha.bidwadkar@kotak.com Contact No. 7218287071 Role: BFSI, Investments & Trading - Other Industry Type: Financial Services (Broking) Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: BFSI, Investments & Trading - Other Education UG: Any Graduate Key Skills Skills highlighted with ‘‘ are preferred keyskills DematShare MarketStock Market Stock BrokingClient AcquisitionTradingShares