Branch Sales Professional for Non-Metro Markets

7 days ago


Meerut, Uttar Pradesh, India Kotak Mahindra Bank Full time

About the Role

As a Branch Sales Professional for Non-Metro Markets, you will be responsible for acquiring new clients, building strong relationships with existing clients, and selling equity-based investment products. This role requires identifying customer needs, assessing their risk appetite, and providing tailored investment options.

Key Responsibilities

  • Responsible for new client acquisition and relationship management
  • Primarily responsible for selling equity-based investment products
  • Identify customer needs and provide investment options
  • Achieve targets as assigned by the organization
  • Provide regular updates to immediate superiors

Requirements

  • Graduate/Postgraduate with 1-4 years of experience in direct selling of financial products
  • Good communication and presentation skills
  • Existing client relationships in the market may be an asset
  • Self-starter, proactive, and target-oriented
  • Strong networking and relationship-building skills


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