Key Deliverables
- Managing Portfolio based offering of Kotak Securities
- Core Portfolio Tracker across all segments
- Various Portfolio analysis reports which can be designed for customers and given as value add which can help customers to better analyse and churn their portfolios
- Evaluating newer partners who can provide various portfolio analysis tools/ platform which can be integrated and launched for customers
- Managing Research based offering of Kotak Securities
- Research product enhancement/ maintenance
- Driving research call based penetration on day to day basis
- Partnering up with various 3rd party research to get consensus recommendations and use it across all digital platforms/ engagement to generate higher volume from customers
- Driving Research VAS product subscription and ensuring 2X revenue
- Optimizing cost for sending research calls to save cost
Job Requirements
Qualifications
- Graduate + Full time MBA
- Total experience of 3-5 years along with relevant experience of at-least 1 year in one of the similar profiles is a must.
- A good understanding of equity markets is mandatory.
Functional Competencies
- Well versed with Equity Products
- Product Management
- Product Development
- Understanding the Customer
- Requirements Analysis
- Pricing
- Planning
- Competitive Analysis
- Financial Planning
Behavioral Competencies
- Strong business mindset - ability to analyse market trends.
- Ability to cope with fast-paced and pressured work.
- Attention to detail + strong analytical mind - ability to notice patterns within statistics.
- Excellent communication (spoken and written) and engagement skills.
- High energy & positive attitude.
- Organised, self - starter & passionate.
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