Branch Sales Non Metro

2 weeks ago


Bhopal, Madhya Pradesh, India Kotak Securities Full time

Department:
Broking Channel


Designation:
Branch Sales - RM


Grade:
E1/ E- Assistant Manager OR Deputy Manager


Years of Exp: 1 to 4 yrs

Reporting to:
Branch Head

**Location: Bhopal

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 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 selfstarter, proactive & target oriented.
  • Should possess strong networking & relationship building skills

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