Job Description

Job Category: Kotak Securities
:
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

• 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