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: 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 positive 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

📌 Branch Sales Relationship Manager (Pune)
🏢 Kotak Securities
📍 Pune