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 recent 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 positive existing client relationships in the market.
Should be a self-starter, proactive & target oriented.
Should possess strong networking & relationship building skills

📌 Broking Acquisition N A Branch Sales Mumbai Ahmedabad
🏢 Kotak Mahindra
📍 Ahmedabad