Kotak Securities Limited

Branch Sales - Relationship Manager

Kotak Securities Limited
Bhopal
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year

Job Description

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

Work location
Work locationBhopal, North-Madhya Pradesh-Bhopal-M P Nagar-Star Plannet Complex, Star Plannet Complex, M P Nagar, Bhopal, Madhya Pradesh, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking/Loan Sales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 1 year

About company

Name
NameKotak Securities Limited
Job posted by Kotak Securities Limited

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