Branch Relationship Manager

Kotak Securities Limited

Akola

Not disclosed

Work from Office

Full Time

Freshers can apply

Job Details

Job Description

Broking*Acquisition*N.A.-Branch Sales Non Metro

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:

  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 / Post graduate 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

 

 

Job role

Department

Banking / Insurance / Financial Services

Role / Category

Banking/Loan Sales

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

About company

Name

Kotak Securities Limited

Job posted by Kotak Securities Limited

This job has expired

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