Job Description
Company: Kotak Securities
Key Responsibilities:
Responsible for new client acquisition, building strong client relationships, and deepening engagement with existing clients.
Primarily responsible for selling equity-based investment products.
Identify customer needs, assess their risk appetite, and offer suitable investment solutions.
Achieve monthly targets as assigned by the organization.
Provide regular updates and reports to the immediate superior as required.
Profile Requirements:
Graduate / Postgraduate with 14 years of experience in direct selling of financial products in the financial services industry.
Strong communication and presentation skills.
Existing client relationships in the market will be an added advantage.
Self-motivated, proactive, and target-oriented.
Strong networking and relationship-building skills.
Note: Relevant industry experience preferred.
