Franchisee - Neo Dealer Franchisee - West at Kotak Securities

Franchisee - Neo Dealer Franchisee - West Franchisee | Full Time | Location: India - To be responsible for dealing coordinators clients - To be responsible for sourcing new accounts through coordinators - 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 clients profitability - To have cle…