Branch Sales Non Metro Representative

3 days ago


Kanpur, Uttar Pradesh, India Kotak Mahindra Bank Full time

Department: Broking Channel Designation: Branch Sales - Relationship Manager Grade: E1/ E2 – Assistant Manager OR Deputy Manager

Years of Exp: 1 to 4 yrs Reporting to: M3 Location: Metropolitan Area

Key Responsibilities:

  • Acquire new clients, build and deepen relationships with existing clients.
  • Primarily sell Equity based investment products.
  • Identify customer needs, assess risk appetite and provide suitable investment options.
  • Achieve targets assigned by the organization on a monthly basis.
  • Provide regular updates to the immediate superior as required.

Requirements:

  • Graduate / Post graduate with 1 – 4 yrs exp in direct selling of financial products from any financial services industry.
  • Good communication & presentation skills.
  • Existing client relationships in the market.
  • Self-starter, proactive & target oriented.
  • Strong networking & relationship building skills.


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