Investment Councellor Job in Delhi at Kotak Securities Ltd

Key Responsibilities

• Develop and maintain strong relationships with high-net-worth individuals (HNIs), families, and corporate clients.
• Conduct in-depth discussions to understand clients' financial goals, risk appetite, and investment horizons.
• Serve as the primary advisor for portfolio strategy and investment solutions.
• Assess market conditions and recommend suitable investment opportunities (e.g., equity, mutual funds, fixed income, structured products).
• Design customized investment strategies in line with client objectives and risk profile.
• Monitor clients' portfolios, conduct periodic reviews, and provide rebalancing advice as required.
• Stay updated with macroeconomic trends, market developments, and new investment products.
• Collaborate with research teams to leverage insights for client recommendations.
• Provide detailed performance reports and analytical insights for portfolios.
• Identify and onboard new clients through referrals, networking, and relationship-building.
• Collaborate with internal teams (e.g., Relationship Managers) to provide seamless wealth management solutions.
• Achieve revenue targets and contribute to the growth of the advisory business.
• Ensure all client interactions and investment activities comply with regulatory and organizational guidelines.
• Conduct due diligence and ensure risk mitigation in all investment processes.

Required Skills and Competencies

• Investment Expertise: Strong understanding of financial markets, investment products, and asset classes.
• Client-Centric Approach: Excellent interpersonal skills with a passion for helping clients achieve their financial goals.
• Analytical Skills: Ability to analyze financial data, market trends, and portfolio performance.
• Communication Skills: Exceptional verbal and written communication skills to present investment strategies and reports.
• Tech-Savvy: Familiarity with financial planning tools, CRM platforms, and investment software.

Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994. As a subsidiary of Kotak Mahindra Bank Ltd., we provide our customers with opportunities in the capital markets, smart technology, and useful insights to make successful investments.