Relationship Manager

1 week ago


Hisar, Haryana, India Kotak Securities (KSL) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Dear  Candidate,

Please find below job description for Branch Sales - RM. If you interested kindly acknowledge and also share updated resume

Please find below JD for the Branch Sales - RM profile

Department - Broking Channel

Designation: Branch Sales - RM

Grade: E1, E2

Years of Exp: 1 to 4 yrs

Reporting to: M3/M4

Roles:

  1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients

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

  3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

  4. Responsible for achieving targets as assigned by the organization on a monthly basis.

  5. Provide regular updates to the immediate superior as and when required

Skills & Knowledge :

  1. Graduate / Postgraduate with 1 4 yrs exp in direct selling of financial products from any financial services industry.

  2. Should have good communication & presentation skills.

  3. May have good existing client relationships in the market.

  4. Should be a self-starter, proactive & target oriented.

  5. Should possess strong networking & relationship building skills

For any other queries call on

NOTE: IF you interested, Please mentioned CRC Saloni Vishwakarma on Top of your resume while coming for an interview



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