21 Jul
Kotak Mahindra Bank
Ahmedabad
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: Ahmedabad
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
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