Talent.com
This job offer is not available in your country.
Branch Sales

Branch Sales

Kotak Mahindra BankJalandhar, Punjab, India
30+ 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 andwhen 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