Broking*Acquisition*N.A.-Branch Sales Metro

Kotak Mahindra Bank; Ahmedabad District; On-site; INR 400,000 - 550,000; Full time

Job summary

Kotak Mahindra Bank Ahmedabad invites applications for a Branch Sales - RM role in the Broking Channel. The position focuses on acquiring new clients, building relationships and selling equity-based investment products.

Ideal candidates have 1–4 years in direct financial product sales, strong communication and presentation skills, and a proactive, target-driven mindset. You will report to M3/M4 and work from the Ahmedabad location.

Qualifications

• 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

Responsibilities

• 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

Communication skills

Presentation skills

Networking

Self-starter

Relationship building

Education

Graduate / Postgraduate degree

Job description

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: Ahmedabad

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