Digital Business relationship n.a.-team Member Onboarding

5 days ago


Ahmedabad Gujarat, India Kotak Securities Full time

Roles:
1. Responsible for new client acquisition based on leads passed on. Ensure end to end follow-up from lead generation to final code creation in system.

2. Will be responsible for primarily selling Online Equity based investment products.

3. Responsible for identifying customer needs, assessing their risk appetite and correct client profiling.
- 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**:

- Graduate / Post graduate with 0 to 2 yrs experience in direct selling
- Should have good communication & presentation skills.
- Should be a self-starter, proactive & target oriented.
- Should possess strong networking & relationship building skills



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