Branch Sales Metro

5 days ago

Surat, India Kotak Securities 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: M3/M4**

**Location: Surat
**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

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