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
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
▶️ Broking*Acquisition*N.A.-Branch Sales Non Metro
🖊️ Kotak Securities
📍 Solapur
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