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Broking*Acquisition*NA - Branch Sales Mumbai

Kotak Securities

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1-4 Years
2 months ago
28 Viewed
0 Applied

Job Description

Broking Channel

Branch Sales - RM

Roles:

  1. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
  2. Will be responsible for primarily selling Equity based investment products.
  3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
  4. Responsible for achieving targets as assigned by the organization on a monthly basis.
  5. Provide regular updates to the immediate superior as andwhen required

Skills & Knowledge

  1. Graduate / Post graduate with 1 - 4 yrs exp in direct selling of financial products from any financial services industry.
  2. Should have good communication & presentation skills.
  3. May have good existing client relationships in the market.
  4. Should be a self-starter, proactive & target oriented.
  5. Should possess strong networking & relationship building skills

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Established in 1994, Kotak Securities is one of the oldest and largest Equity Broking House in India. As a subsidiary of Kotak Mahindra Bank Ltd, we bring the opportunities in capital markets by enabling our customers through knowledge and technology. Our dedicated and accredited in-house research division publishes various sector & company-specific research studies, offers a macro economic outlook and provides fundamental and technical analysis of stocks that investors can avail before investing in the capital markets.

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Last Updated: 12-06-2024 07:10:53 PM
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