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Branch Sales Non Metro

4.00 to 5.00 Years   Nagpur   20 Jul, 2019
Kotak Securities Limited
Job LocationNagpur
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Operations Management
EmploymentTypeFull-time

Job Description

  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships.
  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
  • Will be responsible for primarily selling Equity based investment products.
  • Responsible for achieving targets as assigned by the organization on a monthly basis.
  • Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.
  • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
  • Provide regular updates to the immediate superior as an when required.
  • Graduate / Post graduate with 2 4 yrs exp in direct selling.
  • 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.
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Keyskills :
financialservicesmarketingpresentationrelationshipbuildingbasissebigoodriskacquisitionindustrykyctargetanizationnetwking

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