24 Oct
|
Kotak Securities
|
Indore
24 Oct
Kotak Securities
Indore
Department :Broking Channel**
Designation :Branch Sales - RM**
Grade: E2/ M3 - Deputy Manager / Manager
Years of Exp: 1 to 4 yrs
Reporting to: M5
Location: Indore
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 (Indore)
🏢 Kotak Securities
📍 Indore