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Kotak Neo

Broking - Team Member – TPP

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Description

<p class="MsoListParagraph" style="margin-top:0cm;margin-right:0cm;margin-bottom:7.5pt;margin-left:72pt;text-indent:-18pt;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;"> </span></span>Experience of working as IC with wealth management teams</p> <p class="MsoListParagraph" style="margin:0cm 0cm 7.5pt 72pt;text-indent:-18pt;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;"> </span></span><span style="font-size:10.5pt;font-family:Arial, sans-serif;color:#000000;">Knowledge of MF/PMS/AIF products</span></p> <p class="MsoListParagraph" style="margin:0cm 0cm 7.5pt 72pt;text-indent:-18pt;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;"> </span></span><span style="font-size:10.5pt;font-family:Arial, sans-serif;color:#000000;">Understanding debt/equity markets and skills to analyze client data to develop strategies for meeting financial goals</span></p> <p class="MsoListParagraph" style="margin:0cm 0cm 7.5pt 72pt;text-indent:-18pt;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;"> </span></span><span style="font-size:10.5pt;font-family:Arial, sans-serif;color:#000000;">Individual Client management experience.</span></p> <p class="MsoListParagraph" style="margin:0cm 0cm 7.5pt 72pt;text-indent:-18pt;"><span style="font-size:10.5pt;font-family:Symbol;color:#000000;">·<span style="font-size:7pt;"> </span></span><span style="font-size:10.5pt;font-family:Arial, sans-serif;color:#000000;">Provide regular updates to the immediate superior as and when require.</span></p>
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