Branch Sales Metro 31/08/2025

3 weeks ago


Surat, Gujarat, India Kotak Securities Full time

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


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