Branch Sales Non Metro - Agra, India - Kotak Securities

Kotak Securities

Verified Company

Agra, India

3 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Department:
Broking Channel**
Designation:Branch Sales - RM**
Grade: E1/ E- Assistant Manager OR Deputy Manager

Years of Exp: 1 to 4 yrs

Reporting to:
M4
**Location: Agra

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

Skills & Knowledge

Graduate / Post graduate with 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 selfstarter, proactive & target oriented.
Should possess strong networking & relationship building skills