Branch Sales Non Metro

6 days ago

Allahabad, Uttar Pradesh, India Kotak Mahindra Bank Full time

Department: Broking Channel


Designation: Branch Sales - RM


Grade: E1/ E2 – Assistant Manager OR Deputy Manager


Years of Exp: 1 to 4 yrs


Reporting to: M6


Location: Not Applicable


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 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.

This role requires a strong understanding of financial products and excellent communication skills to build relationships with clients.


The ideal candidate will have experience in direct selling of financial products and a strong ability to meet targets.


Kotak Mahindra Bank is seeking a highly motivated and self-driven individual to join our team as a Branch Sales Representative.


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