Branch Sales Non Metro Representative

4 weeks ago


Allahabad, Uttar Pradesh, India Kotak Mahindra Bank Full time

Job Title: Branch Sales Non Metro

Department: Broking Channel

Designation: Branch Sales - RM

Grade: E1/ E2 – Assistant Manager OR Deputy Manager

Years of Experience: 1 to 4 yrs

Reporting to: M6

Location: Allahabad

Job Summary:

We are seeking a highly motivated and results-driven Branch Sales Non Metro to join our team at Kotak Mahindra Bank. As a Branch Sales Non Metro, you will be responsible for acquiring new clients, building relationships, and deepening existing ones. You will primarily sell Equity-based investment products and identify customer needs, assessing their risk appetite and providing them with investment options.

Key Responsibilities:

  • Responsible for new client acquisition, building new relationships, and deepening relationships with existing clients.
  • Primarily sell Equity-based investment products.
  • Identify customer needs, assess their risk appetite, and provide them with investment options.
  • Achieve targets as assigned by the organization on a monthly basis.
  • Provide regular updates to the immediate superior as and when required.

Requirements:

  • Graduate/Postgraduate with 1-4 yrs exp in direct selling of financial products from any financial services industry.
  • Good communication and presentation skills.
  • May have good existing client relationships in the market.
  • Self-starter, proactive, and target-oriented.
  • Strong networking and relationship-building skills.

What We Offer:

We offer a dynamic and challenging work environment, opportunities for growth and development, and a competitive compensation package.



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