PCG Dealer
KotakMumbai, Maharashtra, India
Posted November 1, 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 PCG Dealer role focuses on active client management, identifying customer needs, assessing risk appetite, and providing investment options. Responsibilities include market updates, revenue growth, new client acquisition, product sales, and maintaining client relationships. The role emphasizes meeting quarterly targets and achieving healthy profitability.
Requirements
- Active management of clients
- Client needs assessment
- Risk appetite assessment
- Investment options provision
- Regular market updates
- Client meeting updates
- New client acquisition
- Sales of third-party products
- Market news and financial trend awareness
- Post-result calls and analyst meetings