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Kotak Mahindra
Broking Acquisition N.A.-Branch Sales MumbaiKotak Mahindra • Ahmedabad, India
Broking Acquisition N.A.-Branch Sales Mumbai

Broking Acquisition N.A.-Branch Sales Mumbai

Kotak Mahindra • Ahmedabad, India
13 days ago
Job description

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: Mumbai

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


Skills Required
Direct selling of financial products, Equity based investment products

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Broking Acquisition N.A.-Branch Sales Mumbai • Ahmedabad, India

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