Company Description At Kotak Securities, we prioritize talent development and a supportive work environment. Recognized as a Great Place to Work®, we uphold transparency, ethics, and a strong work ethic in the financial services industry. Our focus on professional growth through internal training and mentorship programs sets employees up for success in dynamic financial markets. Role Description This is a full-time Equity Dealers & Relationship Manager Sales role at Kotak Securities located in Akola, Amravati & Jalgaon Responsibilities include managing stock market transactions, trading equities, analyzing finance data, and making investment decisions. The role involves building and maintaining client relationships while ensuring compliance with financial regulations. Qualifications Stock Market and Equities expertise Trading and Finance skills Knowledge of Investments Excellent analytical and decision-making abilities Strong communication and interpersonal skills Bachelor's degree in Commerce preferred NISM VIII Show more Show less

Requisition Description University degree in a quantitative field >2 years of experience in quantitative model development/quantitative trading/algo-trading Strong programming skills, python/C++ preferred Ability to work collaboratively across teams Build new, and augment existing, trading algorithms to provide best execution to clients Integrate understanding of market structure, mathematical techniques and trading to identify areas where existing models can be improved Research, prototype and back-test new ideas, and work with production team on high-quality implementation of successful ideas in production Hands on development experience in C++ STL. Candidate should have experience in the development of low latency trading platform. Should know Network programming – TCP, UDP, sockets and multicast. Should have a good understanding of market data and exchange protocols. Working knowledge of Python and shell scripting will be a plus. Should have lead a development team of at least 5-7 members. 5-7 years of experience in C++ STL. Roles And Responsibilities Build new, and augment existing, trading algorithms to provide best execution to clients Integrate understanding of market structure, mathematical techniques and trading to identify areas where existing models can be improved Research, prototype and back-test new ideas, and work with production team on high-quality implementation of successful ideas in production Hands on development experience in C++ STL. Candidate should have experience in the development of low latency trading platform. Should know Network programming – TCP, UDP, sockets and multicast. Should have a good understanding of market data and exchange protocols. Working knowledge of Python and shell scripting will be a plus. Should have lead a development team of at least 5-7 members. Show more Show less

Client Acquisition and On-boarding : Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account activation. Sales and Revenue Generation : Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading volumes and client participation. Relationship Management : Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions. Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance. Resolve client queries and ensure satisfaction with the company’s services. Show more Show less

Requisition Description Process Assessment: Conduct thorough assessments and evaluations of existing business processes, identifying areas for improvement, inefficiencies, bottlenecks, associated risks, points of failures and possible redundancies. Data collection and analysis: Gather and analyze data related to process performance, utilizing statistical and analytical tools to identify trends and areas requiring attention. Process Mapping: Create detailed process maps and flowcharts to visualize current processes and pinpoint areas for optimization. Performance Metrics: Define key performance indicators (KPIs) and metrics to ensure process effectiveness and monitor progress in process improvement initiatives. Continuous improvement: Develop and implement process improvement strategies, methodologies and best practices such as Lean Six Sigma, Total Quality Management (TQM) or DMAIC . Root cause analysis: Identify root causes of process and issues and inefficiencies and recommend solutions to address these issues effectively for long term. Change Management: Collaborate with stakeholders to implement process changes and ensure successful adoption by employees. Documentation: Maintain accurate documentation of process improvements, change and associated procedures. Training and Education: Provide training and support to employees involved in the newly optimized processes, ensuring understanding and adherence to updated procedures. Project Management: Lead or participate in cross-functional teams focused on process improvement projects, managing timelines, resources and budgets. Incident Management: Should track the various incidents being reported and ensure the resolutions are as per industry best practices. Certification: Lean Six Sigma, Project Management Professional (PMP), Certified Business Process Professional (CBPP), etc. Skills : Strong analytical skills, proficiency in process mapping, tools (e.g., Visio), knowledge of Lean and Six Sigma methodologies, excellent communication and leadership skills Roles And Responsibilities Process Assessment: Conduct thorough assessments and evaluations of existing business processes, identifying areas for improvement, inefficiencies, bottlenecks, associated risks, points of failures and possible redundancies. Data collection and analysis: Gather and analyze data related to process performance, utilizing statistical and analytical tools to identify trends and areas requiring attention. Process Mapping: Create detailed process maps and flowcharts to visualize current processes and pinpoint areas for optimization. Performance Metrics: Define key performance indicators (KPIs) and metrics to ensure process effectiveness and monitor progress in process improvement initiatives. Continuous improvement: Develop and implement process improvement strategies, methodologies and best practices such as Lean Six Sigma, Total Quality Management (TQM) or DMAIC . Root cause analysis: Identify root causes of process and issues and inefficiencies and recommend solutions to address these issues effectively for long term. Change Management: Collaborate with stakeholders to implement process changes and ensure successful adoption by employees. Documentation: Maintain accurate documentation of process improvements, change and associated procedures. Training and Education: Provide training and support to employees involved in the newly optimized processes, ensuring understanding and adherence to updated procedures. Project Management: Lead or participate in cross-functional teams focused on process improvement projects, managing timelines, resources and budgets. Incident Management: Should track the various incidents being reported and ensure the resolutions are as per industry best practices. Show more Show less

Requisition Description Install, configure, and maintain Windows servers and related hardware and software components. Administer Active Directory services, including user and group management, group policy implementation, and domain controller configuration. Administer EDR, AV applications for e.g Trellix etc. Administer Cloud Proxy Netskope creation of policies and troubleshooting of access issues through the internet. Manage and maintain Office 365 tenant, including Exchange Online, SharePoint Online, and Microsoft Teams. Implement security measures to protect against unauthorized access, data breaches, and other security threats. Monitor system performance and ensure optimal operation of Windows servers, Office 365 services, and related infrastructure. Perform regular backups and ensure data integrity and availability. Troubleshoot system issues and provide timely resolution to minimize downtime. Collaborate with other IT team members to plan and implement system upgrades, migrations, and enhancements. Document system configurations, procedures, and troubleshooting steps. Provide technical support to end-users and assist with resolving Windows and Office 365-related issues. Bachelor's degree in Computer Science, Information Technology, or related field. Proven experience as a Windows System Administrator with expertise in Office 365 administration. Strong knowledge of Windows Server operating systems (e.g., Windows Server 2012/2016/2019). Proficiency in administering Active Directory, including user and group management, group policy, and DNS. Extensive experience with Office 365 administration, including Exchange Online, SharePoint Online, and Microsoft Teams. Familiarity with PowerShell scripting for automation and task automation. Solid understanding of security best practices and tools. Excellent troubleshooting and problem-solving skills. Strong communication and interpersonal abilities. Relevant certifications (e.g., Microsoft Certified: Windows Server, MCSA, MCSE, Microsoft 365 Certified: Messaging Administrator Associate) are a plus. Roles And Responsibilities Install, configure, and maintain Windows servers and related hardware and software components. Administer Active Directory services, including user and group management, group policy implementation, and domain controller configuration. Administer EDR, AV applications for e.g Trellix etc. Administer Cloud Proxy Netskope creation of policies and troubleshooting of access issues through the internet. Manage and maintain Office 365 tenant, including Exchange Online, SharePoint Online, and Microsoft Teams. Implement security measures to protect against unauthorized access, data breaches, and other security threats. Monitor system performance and ensure optimal operation of Windows servers, Office 365 services, and related infrastructure. Perform regular backups and ensure data integrity and availability. Troubleshoot system issues and provide timely resolution to minimize downtime. Collaborate with other IT team members to plan and implement system upgrades, migrations, and enhancements. Document system configurations, procedures, and troubleshooting steps. Provide technical support to end-users and assist with resolving Windows and Office 365-related issues. Show more Show less

Responsibilities: Taking care of end to end process of client’s journey from Account Opening to Closure. Reconciliation of Franking/E-stamping and storage. Well-versed with KYC guidelines of CDSL / NSDL, SEBI, and Demat Account Opening. Responsible for managing workflow for the team and ensure adherence to departmental standards. Co-ordinating with regulators like NSE, BSE, NSDL, CDSL and MCX to implement and adopt new regulations. To work with senior management on audit and preparation of reports, Co-ordination and timely closure of audit. Responsible for processing KRA and C-KYC for all the new Accounts and Modification. Well-versed with the DP, Exchange Platforms, and Back office Applications. Performing the due diligence on new Clients, requesting the KYC information, documentation, review and verification of received documentation and making an analytical risk assessment for new Clients. Thorough and succinctly document the processes related to the KYC / AML / KRA & CKYC related activities, for an audience that includes Management, Regulators, Internal Audit & Internal Compliance. Vendor management- ensuring effective, complaint, and efficient collaboration with third- party service providers supporting depository functions. Ensure timely resolution of issues impacting depository operations through a structured escalation process. Show more Show less

Requisition Description Project oversight: Lead and manage Gen AI projects from inception to completion, ensuring alignment with organizational goals. Strategic Planning: Independently work with stakeholders across functions in identifying areas for deployment of AI solutions which will result in improved productivity and overall organization benefits. Develop and implement project plans, timelines and milestones to ensure timely delivery. Technical Expertise: Provide technical guidance and expertise in the development and deployment of Gen AI models and solutions. The guidance could be in the form of in-house development as well as through third party vendors specializing in the proposed use case. Stakeholder Collaboration: Work closely with stakeholders to understand business needs and translate them into technical requirements. Innovation: Drive innovation by exploring and implementing cutting-edge Gen AI technologies and methodologies. Quality Assurance: Ensure the highest standards of quality and performance in all Gen AI projects. Documentation: Maintain comprehensive documentation of project processes, outcomes and lessons learned. Budget Management: Manage project budgets and demonstrate the return on investment. Experience: Minimum of 4-5 years of experience in AL/ML with experience of independently leading projects. Technical Skills: Proficiency in programming languages (Python, R, Java), experience with AI frameworks (TensorFlow, PyTorch) and knowledge of cloud platforms (AWS, Azure) Project Management: Strong project management skills, including experience with agile methodologies Communication skills: Excellent verbal and written communication skills, with the ability to present complex technical information to non-technical stakeholders. Problem solving: Strong analytical and problem-solving skills, with a track record of delivering successful AI projects. Domain Expertise: Experience in BFSI segment will get preference Roles And Responsibilities Project oversight: Lead and manage Gen AI projects from inception to completion, ensuring alignment with organizational goals. Strategic Planning: Independently work with stakeholders across functions in identifying areas for deployment of AI solutions which will result in improved productivity and overall organization benefits. Develop and implement project plans, timelines and milestones to ensure timely delivery. Technical Expertise: Provide technical guidance and expertise in the development and deployment of Gen AI models and solutions. The guidance could be in the form of in-house development as well as through third party vendors specializing in the proposed use case. Stakeholder Collaboration: Work closely with stakeholders to understand business needs and translate them into technical requirements. Innovation: Drive innovation by exploring and implementing cutting-edge Gen AI technologies and methodologies. Quality Assurance: Ensure the highest standards of quality and performance in all Gen AI projects. Documentation: Maintain comprehensive documentation of project processes, outcomes and lessons learned. Budget Management: Manage project budgets and demonstrate the return on investment. Show more Show less

Responsibilities Requisition Description Develop and execute a data engineering roadmap that aligns with company strategy. Provide strategic and operational leadership within the data domain and across the engineering leadership team. Build and manage a team of data engineers to design and deliver data pipeline solutions. Work closely with BA team and business to deliver on major data initiatives. Leverage technical knowledge to improve the effectiveness of data pipelines and architectures. Design and develop data pipelines for structured, semi-structured, and unstructured data sources. Oversee the movement of large amounts of data into the data lake and manage data integration with multiple systems. Required Skills And Experience Experience with large-scale data engineering pipelines and data visualization tools. Knowledge of CICD, data architectures, pipelines, quality, and code management. Experience in data science, including predictive modeling and machine learning models. Familiarity with SQL and NoSQL databases. Proven track record of designing and developing data lake, data warehouse, ETL, and task orchestrating systems. Strong leadership, communication, time management, and interpersonal skills. Roles And Responsibilities Develop and execute a data engineering roadmap that aligns with company strategy. Provide strategic and operational leadership within the data domain and across the engineering leadership team. Build and manage a team of data engineers to design and deliver data pipeline solutions. Work closely with BA team and business to deliver on major data initiatives. Leverage technical knowledge to improve the effectiveness of data pipelines and architectures. Design and develop data pipelines for structured, semi-structured, and unstructured data sources. Oversee the movement of large amounts of data into the data lake and manage data integration with multiple systems. Show more Show less

Requisition Description Administration of Redhat Linux systems. Explore and integrate new technologies, transitioning operations from traditional administration and deployment to infrastructure as application leveraging automation/configuration management technologies. Daily maintenance/administration of multiple Unix servers. Prepare for new product related releases and assists with new initiatives and upgrades. Work with our product development team to implement and support client offerings Installation, set up, configuration and maintenance of Java Application Servers, Apache Web Servers, and Database Servers. Assists Commvault Back‐ups and recovery files. Configuration and maintenance of the monitoring server. New server commissioning with require Operation system as link (Linux & Windows) Should be knowledge of VM-ware & storage solutions. Good Knowledge of Exchanges NSE, NSE Colo and BSE Colo Shell Scripting Knowledge of server hardware for RMA replacement and troubleshooting Roles And Responsibilities Linux Systems Administrator is responsible for the maintenance and administration of a high availability environment as well as providing leadership in transitioning technical operations from traditional administration and deployment management to infrastructure as application leveraging automation/configuration management technologies. Show more Show less

Responsibilities Requisition Description Develop and execute a data engineering roadmap that aligns with company strategy. Provide strategic and operational leadership within the data domain and across the engineering leadership team. Build and manage a team of data engineers to design and deliver data pipeline solutions. Work closely with BA team and business to deliver on major data initiatives. Leverage technical knowledge to improve the effectiveness of data pipelines and architectures. Design and develop data pipelines for structured, semi-structured, and unstructured data sources. Oversee the movement of large amounts of data into the data lake and manage data integration with multiple systems. Required Skills And Experience Experience with large-scale data engineering pipelines and data visualization tools. Knowledge of CICD, data architectures, pipelines, quality, and code management. Experience in data science, including predictive modeling and machine learning models. Familiarity with SQL and NoSQL databases. Proven track record of designing and developing data lake, data warehouse, ETL, and task orchestrating systems. Strong leadership, communication, time management, and interpersonal skills. Roles And Responsibilities Develop and execute a data engineering roadmap that aligns with company strategy. Provide strategic and operational leadership within the data domain and across the engineering leadership team. Build and manage a team of data engineers to design and deliver data pipeline solutions. Work closely with BA team and business to deliver on major data initiatives. Leverage technical knowledge to improve the effectiveness of data pipelines and architectures. Design and develop data pipelines for structured, semi-structured, and unstructured data sources. Oversee the movement of large amounts of data into the data lake and manage data integration with multiple systems.

Requisition Description Responsible for managing overall IT day to day operations Implement IT continuous improvement programs Ensure the infrastructure team is mitigating, monitoring and managing infrastructure related risks Thorough knowledge of various operating systems, virtual infra and network infra. Managing technology infrastructure and assets at across locations and coordinate with team to maintain and support company's technology hardware and software. Good Knowledge of Exchanges NSE and BSE IT related. Building relationships with vendors and service providers Leading efforts to research and pilot new technology to improve Infrastructure service Assisting in analyzing processes and process changes for greater efficiency. Good Knowledge of Security components like DLP, EDR, Patch Management and maintaining policies, and procedures in conjunction with the company’s security team Understanding of Audit process and procedures liaising with yearly IT audits by the concerned Regulators. Good knowledge of managing Servers & Storage Infra Understanding of the OSI or TCP/IP model Deep understanding on IP Subnetting Understanding of LAN, WAN terminology, IP packet flow & DHCP packet flow. Knowledge of Static and dynamic routing and Switching Protocols Understanding of networking protocols (e.g., IPSEC, HSRP, BGP, OSPF,) Understanding of TCP/UDP ports and network tools like Wireshark. Must have experience in network operations/support environment. Hands-on experience on network devices i.e. Cisco router and switches and fortinet, paloalto firewall Basic knowledge of Firewall and IP SLA Roles And Responsibilities Responsible for managing overall IT day to day operations Implement IT continuous improvement programs Ensure the infrastructure team is mitigating, monitoring and managing infrastructure related risks Thorough knowledge of various operating systems, virtual infra and network infra. Managing technology infrastructure and assets at across locations and coordinate with team to maintain and support company's technology hardware and software. Good Knowledge of Exchanges NSE and BSE IT related. Building relationships with vendors and service providers Leading efforts to research and pilot new technology to improve Infrastructure service Assisting in analyzing processes and process changes for greater efficiency. Good Knowledge of Security components like DLP, EDR, Patch Management and maintaining policies, and procedures in conjunction with the company’s security team Understanding of Audit process and procedures liaising with yearly IT audits by the concerned Regulators. Good knowledge of managing Servers & Storage Infra

Company Description At Kotak Securities, we are committed to fostering a supportive and transparent environment that values individual growth and ethical conduct. Our focus on innovation and inclusion empowers employees to excel in the dynamic financial services landscape. We offer opportunities for professional development, leadership growth, and work-life balance through our internal training programs, cutting-edge technology, and inclusive culture. Role Description This is a full-time on-site role for a Sales Manager located in Mumbai at Kotak Securities. The Sales Manager will be responsible for leading and managing the sales team, developing strategies to drive growth and revenue, building and maintaining client relationships, and achieving sales targets. The Sales Manager will also analyze market trends, identify opportunities for expansion, and contribute to the overall success and growth of the organization. Qualifications Sales Management, Relationship Building, and Strategic Planning skills Experience in analyzing market trends and identifying growth opportunities Excellent communication and negotiation skills Team leadership and management skills Knowledge of financial services and investment products Ability to work in a fast-paced and target-driven environment IFA empaneling and drive Mutual funds,PMS,AIF,FDs,Insurance and Loans. Bachelor's degree in Business, Finance, Marketing, or related field Relevant certifications or courses in sales or finance are a plus

Company Description At Kotak Securities, we foster talent and nurture an environment that values, supports, and inspires every individual. Recognized as a Great Place to Work®, we are committed to transparency, ethical conduct, and a strong work ethic. Our innovation-driven approach leverages cutting-edge technology to enhance service delivery, ensuring operational excellence. We celebrate diverse perspectives, fostering an inclusive culture where every voice is heard and valued. Employees benefit from professional growth opportunities, internal training, and mentorship programs, ensuring both professional and personal thriving. Role Description This is a full-time on-site role for an Assistant/Deputy Manager Sales located in Kochi. The Assistant/Deputy Manager Sales will be responsible for achieving sales targets, developing and maintaining client relationships, and identifying and pursuing new business opportunities. Daily tasks include conducting sales presentations, negotiating contracts, providing excellent customer service, and collaborating with other departments to ensure seamless service delivery. The role involves regular analysis of market trends and competitor strategies to optimize sales performance. Qualifications Strong sales skills and experience in achieving sales targets Ability to develop and maintain robust client relationships Excellent negotiation and contract management skills Proficient in market analysis and competitor strategy assessment Excellent written and verbal communication skills Ability to work independently and as part of a team Experience in the financial services industry is a plus Bachelor’s degree in Business, Marketing, Finance, or a related field

Key Responsibilities: 1. NPS, CSAT & Journey Ratings Ownership Lead initiatives that directly influence NPS as the primary CX metric, along with CSAT and journey-level ratings. Build scorecards and analytics that isolate drivers, measure impact, and guide roadmap priorities. 2. Strategic CX Programs Design and own quarterly/half-yearly experience programs (e.g., onboarding, support journeys, app adoption) with targets on NPS improvement, effort reduction, and revenue outcomes. Align goals and delivery across stakeholders using program charters, success metrics, and governance cadences. 3. Voice of Customer (VoC) System Design Drive capture of customer sentiment across all key moments – via NPS, CSAT, in-app surveys, call transcripts, and chat logs. Set up event triggers using Salesforce and CleverTap to ensure timely and contextual feedback loops. 4. Feedback Analysis & Narrative Building Analyze structured and unstructured feedback to uncover pain points and opportunity themes. Develop a strong customer insight narrative for leadership reviews, business decisions, and journey re-design. 5. Journey Diagnostics & Design Conduct journey diagnostics to identify customer friction in flows like account setup, order execution, and fund transfer. Partner with product and design teams to embed customer-centric improvements into digital and assisted touchpoints. 6. Contact Ratio & Deflection Strategy Deep-dive into contact drivers across IVR, chat, and CS to reduce effort and improve resolution effectiveness. Co-create deflection strategies with chatbot/IVR leads that contribute to NPS uplift and cost reduction. 7. Lifecycle-Based CX Reporting Build and maintain dashboards that tie experience metrics to behavior (e.g., trading activity, activation, dormancy). Use insight to shape customer lifecycle communications, nudges, and product features. 8. Frontline & Sales Enablement Work with CS and Sales teams to implement programs that reduce escalations, improve FCR (First Contact Resolution), and boost customer delight. Use VoC personas and verbatim-driven coaching to improve empathy and response quality. 9. CX Forums & Leadership Engagement Facilitate monthly/quarterly CX councils across Product, Business, Risk, and Customer Operations. Ensure NPS and CX outcomes are central to strategic discussions and prioritization. Experience & Skills Required: 7+ years of total experience, primarily in CX, consulting, or growth/product roles. Demonstrated ability to lead strategic programs that delivered measurable impact on NPS, CSAT, cost, or revenue. Solid understanding of the broking and capital markets industry, including customer journeys and regulatory nuances. Strong technical understanding of system integrations – including CRM (e.g., Salesforce), analytics platforms, telephony/chat systems, and feedback tools. Exceptional data analysis skills (Excel/SQL/dashboarding) and people skills – able to influence across senior stakeholders, CS teams, and product squads.

Company Description At Kotak Securities, we are committed to creating a nurturing and inclusive environment that values professional growth, innovation, and work-life balance. Recognized as a Great Place to Work®, we leverage cutting-edge technology and digital tools to drive operational excellence in the financial services sector. Our inclusive culture celebrates diversity and empowers employees to contribute meaningfully to our collective success. Role Description This is a full-time on-site role as a Relationship Manager located in Faridabad. The Relationship Manager will be responsible for managing client relationships.They will also be responsible for achieving sales targets(DMAT ACCOUNT MUTUAL FUNDS , INSURANCE AND OTHER PRODUCTS)resolving client concerns, and maintaining client satisfaction. Qualifications Client Relationship Management and Sales skills Strong problem-solving and decision-making abilities Ability to thrive in a fast-paced and dynamic environment Bachelor's degree in Any field Minimum 2 years experience in stock Broking or banking sales.

Company Description At Kotak Securities, we foster talent and nurture an environment that values, supports, and inspires every individual. Recognized as a Great Place to Work®, we are committed to transparency, ethical conduct, and a strong work ethic within a stable financial services landscape. Innovation is at the heart of our success, leveraging cutting-edge technology and digital tools to enhance service delivery. Our inclusive culture celebrates diverse perspectives, empowering employees to contribute meaningfully. We also prioritize work-life balance through flexible work arrangements and wellness programs. Role Description This is a full-time on-site role for an Equity Dealer & Relationship Manager Sales located in Amravati & Akola. The role involves managing client relationships, providing advisory services, and executing trades in equities. Daily tasks include monitoring stock market movements, analyzing investment opportunities, and creating tailored financial solutions for clients. Additionally, the role entails regular client meetings and ensuring compliance with financial regulations. Qualifications Experience and skills in Stock Market, Trading, and Equities Strong knowledge of Finance and Investments Excellent client relationship management abilities Good analytical and decision-making skills Ability to work effectively on-site in Amravati & Akola Bachelor's degree in Finance, Economics, or related field Relevant certifications such as NISM VIII & V

Department: Broking Channel Designation: Branch Sales - RM Grade: E1/ E2 – Assistant Manager OR Deputy Manager Years of Exp: 1 to 4 yrs Reporting to: M3/M4 Location: Raipur Roles: Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required Skills & Knowledge Graduate / Post graduate with 1 – 4 yrs exp in direct selling of financial products from any financial services industry. Should have good communication & presentation skills. May have good existing client relationships in the market. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills

Job Role · 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. Skills · Graduate / Post graduate with 1 to 4 yrs experience. · Should have good communication & presentation skills. · Should be a self-starter, proactive & target oriented. · Should possess strong communication skills. · NISM/NCFM VIII certificate is necessary.

Department: Broking Channel Designation: Branch Sales - RM Years of Exp: 1 to 4 yrs Location: Delhi Roles: Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required Skills & Knowledge Graduate / Post graduate with 1 – 4 yrs exp in direct selling of financial products from any financial services industry. Should have good communication & presentation skills. May have good existing client relationships in the market. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills

Department: Broking channel Designation: Branch Dealer Grade: E1 or E2 – Assistant Manager OR Deputy Manager Years of Exp: 1 to 4 yrs Reporting to: M3/M4 Location: Mumbai Role Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business. To keep abreast with the market knowledge and market intelligence. Responsible to ensure all activities are in adherence as per Compliance & Risk. Provide regular updates to the immediate superior as and when required. Skills: Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side Should have sound understanding of capital markets, Should be a result-oriented, self–starter, proactive Should possess strong networking & relationship building skills, and good communication skills. Should be certified in NSE Cash, NSE Derivatives, BSE Cash & NISM Currency Derivatives.