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Sahāranpur

    Branch Sales Non Metro - Saharanpur, India - Kotak Mahindra Bank

    Kotak Mahindra Bank
    Kotak Mahindra Bank Saharanpur, India

    6 days ago

    kotak mahindra bank background
    Full time
    Description

    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

    Location: Saharanpur

    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 andwhen 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
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