Business Support

Business Support – We Help You Grow

Kotak Securities has a centralized Franchisee team, dedicated to support the Business Associates in their day-to-day activities.

1. Migration Support

It is a dedicated team to cater to all your depository participant’s requirement and requests for both NSDL & CDSL assistance. Following are services provided by the team:

• Account Opening Assistance
• Account Modification for Active Accounts i.e. email, mobile, address change, etc.
• Demat & Remat services
• Share Pledging
• Delivery Instructions for Active Accounts
• Account Closures for existing account

2. Power Branch

Power branch is as innovative concept developed by Kotak Securities which is targeted to develop Co-ordinator business model. Co-ordinator is person who is referring clients to Kotak securities and he will get fix sharing on brokerage and full support from Kotak Power Branch. There is no risk involved for coordinator as we are giving service to clients and for transparency of business AP will get Bass and Boss access.

3. Marketing Support

Kotak Securities has a centralized marketing team, dedicated to support Business Associates in their marketing activities. Kotak Securities shall provide the marketing support with regards to below:

• Marketing Collaterals: We provide various types of marketing collaterals like Brochures, Pamphlets, Canopies, Banners, Posters and Danglers. All of these materials are co-branded.
• Seminars & Events: Kotak Securities organizes research seminars and other events on behalf of Business Associates. These seminars & events help you to acquire and retain clients. Support is extended completely in terms of planning and execution. Planning of the entire event, designing & printing of invites and collaterals, branding at venue is done by us.
• Designing & Execution Support: If you want to create any collateral, material or advertisements exclusively, our marketing team will help you completely in designing of the same.
• Outdoor Signage: To generate more business it is very important to make your presence felt in the location where you conduct your business. Kotak Securities helps you by providing high standard backlit co-branded signage to make your presence more prominent.
• Customer Analysis & Communication: We have a team that regularly tracks the performance of your clients. Based on the performance, we help you design communication with suitable offers that will help you generate more business from clients. Special offers are circulated to induce regularity in trading and investments.

4. Training Support

Given below are a list of training programs that we provide to our Business Associates:

• Product Training: We provide training modules that offers in-depth understanding of the products offered by us. It equally focuses on effective application of product knowledge.
• Systems Training: An essential guide on Trading and Data Repository Systems.
• Operations Training: Daily Operations Process Training. With our Dale certified trainers, you will experience our one of a kind onboarding process.
• Sales Training: Focuses on the skills required to increase sales and profitability.
• Compliance Training: It will cover important rules and regulations as well as internal policies of Kotak Securities to be noted and adhered to by branches/Business Associates.
• Learning & development is a continuous process experience our various year around trainings and seminars for you and your employees.
• On demand training & Franchisee education series are also available.

5. Dedicated Risk Advisor

At Kotak Securities, Risk Management plays a vital role & it helps Business Associates in mitigating Risk. Our Risk Management Team comprises of members who have implemented systems in different areas and structured the Risk Management Cell primarily managing online risk, Market risk and Operational risk. Dedicated Risk management help Business Associates manage their risk in a better way:

• Limit Facilitation service
• Risk Analysis Training
• Special Product Information & Assistance
• Expert team that assists you while placing orders
• Script leverage and margin availability
• Clients Risk Analysis

6. IT Support

Our IT support team to cater to all your IT requirements 24x7.

• Dedicated teams to assist with your IT issues.
• Experience the latest in IT services & procedures.
• Solve all your queries with our remote assist guide.
• Security is of priority to us. Experience the power of virtual private networks.
• Dedicated software to manage your business.