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 recent 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 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

📌 Branch Sales Metro (Lucknow)
🏢 Kotak Securities
📍 Lucknow