Relationship Manager

Kotak Securities (KSL); Raipur; On-site; INR 250,000 - 420,000; Full time

Job summary

Kotak Securities (KSL) in Raipur seeks a sales-focused professional to primarily sell equity-based investment products and grow the client base.

You will identify customer needs, assess risk appetite, present suitable options, and work towards monthly targets; regular updates to the reporting manager are expected.

Candidates should have 1–4 years of direct financial product sales, strong communication, and networking skills; self-starter attitude preferred.

Qualifications

• Graduate or postgraduate with 1–4 years in direct selling of financial products.
• Excellent communication and presentation skills.
• Existing client relationships in the market desirable.
• Self-starter, proactive and target oriented.

Responsibilities

• Will be responsible for primarily selling Equity based investment products.
• Identifying customer needs, assessing risk appetite and providing investment options.
• Achieving targets on a monthly basis.
• Provide regular updates to the immediate superior as and when required

Skills

Communication skills

Presentation skills

Networking

Relationship building

Self-starter

Proactive

Target oriented

Education

Graduate / Post graduate

Job description

Role & responsibilities

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 to 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