Job Opportunities in India


September 26, 2022

Kotak Securities

Panaji


Broking*Acquisition*N.A.-Branch Sales Metro

Department: Broking Channel
Designation: Branch Sales - RM
Grade: E1/ E2 – Assistant Manager OR Deputy Manager
Years of Exp: 1 to 4 yrs
Reporting to: M3/M4
Location: Mumbai


Roles:
  • 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



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