Branch Sales Metro

Kotak Securities

  • Surat, Gujarat
  • Permanent
  • Full-time
  • 1 month ago
Job Description:Department: Broking ChannelDesignation: Branch Sales - RMGrade: E1/ E2 - Assistant Manager OR Deputy ManagerYears of Exp: 1 to 4 yrsReporting to: M3/M4Location: SuratRoles: * Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
  • Will be responsible for primarily selling Equity based investment products.
  • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
  • Responsible for achieving targets as assigned by the organization on a monthly basis.
  • Provide regular updates to the immediate superior as and when required
Skills & Knowledge
  • Graduate / Post graduate with 1 - 4 yrs exp in direct selling of financial products from any financial services industry.
  • Should have good communication & presentation skills.
  • May have good existing client relationships in the market.
  • Should be a self-starter, proactive & target oriented.
  • Should possess strong networking & relationship building skills

Kotak Securities

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