Sales - Digital -Kolkata

☞ Kotak Securities

View: 101

Update day: 06-05-2024

Location: Kolkata West Bengal

Category: Finance / Bank / Stock Executive management Marketing / PR IT - Hardware / Networking Information Technology Sales Serving / Cleaner / Maids PG / PB / Reception Event

Industry: Financial Services

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Job content

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: Kolkata

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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Deadline: 20-06-2024

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