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Digital Business - Team Member Onboarding - West
Kotak Securities
Hinganghāt
Full-Time
0-3 Years experience
Description
Job Description Job Role Onboarding of newly acquired clients. To activate the clients by using our various platforms. 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 in scalable way Develop Knowledge of market news, financial trends, current affairs and data points Responsible to ensure all activities are in adherence as per Compliance & Risk. · Participate in various on desk campaigns to make them successful
Eligibility Criteria
- Seniority: Mid Level
- Languages: English
About Kotak Securities
subsidiary of Kotak Mahindra Bank