Broking - Acquisition - Ranchi - #14652

Kotak Securities


Date: Nov 20, 2021
City: Kanke, JH
Contract type: Full time
Kotak Securities

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



Kotak Securities is a subsidiary of Kotak Mahindra Bank and is a full service equity broking firm
We offer Stock Broking services, Portfolio Management Services, Research and Technology platforms.

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