Broking*Acquisition*NA - Branch Sales Mumbai

Kotak Mahindra Bank; Mumbai; On-site; INR 600,000 - 800,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Branch Sales - RM for their Broking Channel in Mumbai. This role involves new client acquisition, selling equity-based investment products, and building relationships with existing clients.

The ideal candidate will have 1 to 4 years of experience in direct selling of financial products, possess strong communication skills, and be proactive and target-oriented. This position offers an opportunity to work in a dynamic environment.

Qualifications

• 1 to 4 years of experience in direct selling of financial products.
• Graduate or post-graduate degree required.
• Strong communication and presentation skills.

Responsibilities

• Responsible for new client acquisition and building relationships.
• Sell equity-based investment products.
• Identify customer needs and assess risk appetite.

Skills

Graduate / Post graduate with 1 – 4 yrs exp in direct selling of financial products

Good communication & presentation skills

Existing client relationships in the market

Self-starter, proactive & target oriented

Strong networking & relationship building skills

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: 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