Assistant Manager

Kotak Securities Ltd

Mumbai, India 

Sep 2021- Aug 2022

• Supervised trade execution and settlements, collaborating with custodians to streamline processes and track client service activity ratios, ensuring efficient client retention.

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• Led Securities Lending and Borrowing (SLB) engagements, educating clients and sourcing equity-based investment products to drive portfolio growth.

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• Cold-called 120 customers daily, acquiring new clients and exceeding targets through the sale of equity and online investment products, excelling in client-facing roles.

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• Achieved monthly sales targets by following up with clients, generating referrals, and leveraging networking skills for business growth.